Savvy Advisors, Inc. Schwab Strategic Tr 5 10 Yr C Transaction History

Savvy Advisors, Inc.

$1.46 Billion
Q2 2025

A detailed history of Savvy Advisors, Inc. transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Savvy Advisors, Inc. holds 9,999 shares of SCHI stock, worth $230,576. This represents 0.02% of its overall portfolio holdings.

Number of Shares

9,999

Holding current value

$230,576

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 04, 2025	BUY	$21.85 - $22.76 $218,478 - $227,577	9,999 New	9,999 $227,000

Others Institutions Holding SCHI

# of Institutions

246

Shares Held

50.3M

Call Options Held

Put Options Held

River Front Investment Group, LLC Richmond, VA

8.37M
Shares

$193 Million
3.89% of portfolio
Envestnet Asset Management Inc

7.34M
Shares

$169 Million
0.05% of portfolio
Captrust Financial Advisors Raleigh, NC

7.24M
Shares

$167 Million
0.38% of portfolio
Campbell Wealth Management

5.68M
Shares

$131 Million
11.29% of portfolio
Raymond James Financial Inc St. Petersburg, FL

2.48M
Shares

$57.2 Million
0.02% of portfolio

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About SCHWAB STRATEGIC TR 5 -10 YR C

Ticker SCHI
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Savvy Advisors, Inc. Schwab Strategic Tr 5 10 Yr C Transaction History