Schaeffer Financial LLC Schwab Strategic Tr 5 10 Yr C Transaction History

Schaeffer Financial LLC

$102 Million
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 01, 2024	BUY	$43.87 - $44.99 $54,223 - $55,607	1,236 Added 11.78%	11,728 $521,000
Q4 2023 Feb 09, 2024	BUY	$40.96 - $45.17 $429,752 - $473,923	10,492 New	10,492 $471,000

Others Institutions Holding SCHI

# of Institutions

245

Shares Held

49.3M

Call Options Held

0

Put Options Held

0

River Front Investment Group, LLC Richmond, VA

8.37M
Shares

$190 Million
3.89% of portfolio
Envestnet Asset Management Inc

7.34M
Shares

$167 Million
0.05% of portfolio
Captrust Financial Advisors Raleigh, NC

7.24M
Shares

$165 Million
0.38% of portfolio
Campbell Wealth Management

5.68M
Shares

$129 Million
11.29% of portfolio
Raymond James Financial Inc St. Petersburg, FL

2.48M
Shares

$56.4 Million
0.02% of portfolio

About SCHWAB STRATEGIC TR 5 -10 YR C

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