Rice Partnership, LLC Schwab Strategic Tr 5 10 Yr C Transaction History

Rice Partnership, LLC

$485 Million
Q3 2024

A detailed history of Rice Partnership, LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Rice Partnership, LLC holds 429 shares of SCHI stock, worth $9,661. This represents 0.0% of its overall portfolio holdings.

Number of Shares

429

Holding current value

$9,661

% of portfolio

0.0%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 13, 2024	BUY	$43.73 - $46.29 $18,760 - $19,858	429 New	429 $19,000
Q1 2024 May 15, 2024	BUY	$43.87 - $44.99 $7,106 - $7,288	162 New	162 $7,000

Others Institutions Holding SCHI

# of Institutions

196

Shares Held

19.4M

Call Options Held

Put Options Held

River Front Investment Group, LLC Richmond, VA

4.16M
Shares

$93.8 Million
4.63% of portfolio
Envestnet Asset Management Inc

3.73M
Shares

$84.1 Million
0.06% of portfolio
Campbell Wealth Management

2.21M
Shares

$49.8 Million
9.1% of portfolio
Raymond James & Associates St Petersburg, FL

1.12M
Shares

$25.3 Million
0.03% of portfolio
Royal Bank Of Canada Toronto, A6

576K
Shares

$13 Million
0.01% of portfolio

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About SCHWAB STRATEGIC TR 5 -10 YR C

Ticker SCHI
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