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

19.3M

Call Options Held

0

Put Options Held

0

River Front Investment Group, LLC Richmond, VA

4.16M
Shares

$92.7 Million
4.63% of portfolio
Envestnet Asset Management Inc

3.73M
Shares

$83.1 Million
0.06% of portfolio
Campbell Wealth Management

2.21M
Shares

$49.3 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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