Raymond James Financial Services Advisors, Inc. Schwab Strategic Tr 1 5 Yr C Transaction History

Raymond James Financial Services Advisors, Inc.

$73.5 Billion
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 12, 2022	SELL	$46.81 - $48.49 $287,413 - $297,728	-6,140 Closed	0 $0
Q1 2022 May 11, 2022	BUY	$48.35 - $50.5 $33,023 - $34,491	683 Added 12.52%	6,140 $298,000
Q4 2021 Feb 08, 2022	BUY	$50.42 - $51.09 $13,210 - $13,385	262 Added 5.04%	5,457 $276,000
Q3 2021 Nov 02, 2021	BUY	$51.05 - $51.3 $265,204 - $266,503	5,195 New	5,195 $265,000

Others Institutions Holding SCHJ

# of Institutions

131

Shares Held

7.71M

Call Options Held

Put Options Held

Columbus Macro, LLC

427K
Shares

$10.6 Million
1.36% of portfolio
Envestnet Asset Management Inc

394K
Shares

$9.76 Million
0.0% of portfolio
Meridian Wealth Management, LLC

363K
Shares

$9 Million
0.44% of portfolio
Tap Consulting, LLC

334K
Shares

$8.28 Million
1.74% of portfolio
Cetera Investment Advisers Schaumburg, IL

331K
Shares

$8.19 Million
0.02% of portfolio

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About SCHWAB STRATEGIC TR 1 - 5 YR C

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