Portside Wealth Group, LLC Schwab Strategic Tr 5 10 Yr C Transaction History

Portside Wealth Group, LLC

$586 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 01, 2023	BUY	$43.63 - $45.06 $531,675 - $549,101	12,186 New	12,186 $536,000

Others Institutions Holding SCHI

# of Institutions

195

Shares Held

19.3M

Call Options Held

0

Put Options Held

0

River Front Investment Group, LLC Richmond, VA

4.16M
Shares

$92.9 Million
4.63% of portfolio
Envestnet Asset Management Inc

3.73M
Shares

$83.3 Million
0.06% of portfolio
Campbell Wealth Management

2.21M
Shares

$49.4 Million
9.1% of portfolio
Raymond James & Associates St Petersburg, FL

1.12M
Shares

$25 Million
0.03% of portfolio
Royal Bank Of Canada Toronto, A6

576K
Shares

$12.8 Million
0.01% of portfolio

About SCHWAB STRATEGIC TR 5 -10 YR C

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