Ranch Capital Advisors Inc. Schwab Strategic Tr 5 10 Yr C Transaction History

Ranch Capital Advisors Inc.

$210 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 16, 2020	SELL	$52.3 - $53.48 $5,230 - $5,348	-100 Closed	0 $0
Q2 2020 Aug 12, 2020	BUY	$47.18 - $52.39 $4,718 - $5,239	100 New	100 $5,000

Others Institutions Holding SCHI

# of Institutions

195

Shares Held

19.4M

Call Options Held

0

Put Options Held

0

River Front Investment Group, LLC Richmond, VA

4.16M
Shares

$91.9 Million
4.63% of portfolio
Envestnet Asset Management Inc

3.73M
Shares

$82.4 Million
0.06% of portfolio
Campbell Wealth Management

2.21M
Shares

$48.9 Million
9.1% of portfolio
Raymond James & Associates St Petersburg, FL

1.12M
Shares

$24.8 Million
0.03% of portfolio
Royal Bank Of Canada Toronto, A6

576K
Shares

$12.7 Million
0.01% of portfolio

About SCHWAB STRATEGIC TR 5 -10 YR C

Ticker SCHI
Sector ETFs
Industry ETFs

More about SCHI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ranch Capital Advisors Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ranch Capital Advisors Inc. with notifications on news.