Raymond James Trust N.A. Schwab Strategic Tr 5 10 Yr C Transaction History

Raymond James Trust N.A.

$4.22 Billion
Q2 2024

A detailed history of Raymond James Trust N.A. transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Raymond James Trust N.A. holds 5,625 shares of SCHI stock, worth $259,818. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,625

Holding current value

$259,818

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 25, 2024	BUY	$43.11 - $44.42 $242,493 - $249,862	5,625 New	5,625 $248,000

Others Institutions Holding SCHI

# of Institutions

191

Shares Held

135M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

120M
Shares

$5.53 Billion
1.02% of portfolio
River Front Investment Group, LLC Richmond, VA

3.95M
Shares

$183 Million
4.73% of portfolio
Envestnet Asset Management Inc

3.69M
Shares

$170 Million
0.06% of portfolio
Raymond James & Associates St Petersburg, FL

982K
Shares

$45.4 Million
0.03% of portfolio
Royal Bank Of Canada Toronto, A6

594K
Shares

$27.5 Million
0.01% of portfolio

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About SCHWAB STRATEGIC TR 5 -10 YR C

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Raymond James Trust N.A. Schwab Strategic Tr 5 10 Yr C Transaction History