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

Schaeffer Financial LLC

$98.4 Million
Q3 2024

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

195

Shares Held

19.4M

Call Options Held

0

Put Options Held

0

River Front Investment Group, LLC Richmond, VA

4.16M
Shares

$92 Million
4.63% of portfolio
Envestnet Asset Management Inc

3.73M
Shares

$82.5 Million
0.06% of portfolio
Campbell Wealth Management

2.21M
Shares

$48.9 Million
9.1% of portfolio
Raymond James & Associates St Petersburg, FL

1.12M
Shares

$24.8 Million
0.03% of portfolio
Royal Bank Of Canada Toronto, A6

576K
Shares

$12.7 Million
0.01% of portfolio

About SCHWAB STRATEGIC TR 5 -10 YR C

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