Spectrum Planning & Advisory Services Inc. Schwab Strategic Tr 5 10 Yr C Transaction History

Spectrum Planning & Advisory Services Inc.

$101 Million
Q3 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 18, 2024	BUY	$40.96 - $45.17 $151,879 - $167,490	3,708 Added 74.28%	8,700 $390,000
Q3 2023 Oct 24, 2023	BUY	$42.12 - $44.19 $210,263 - $220,596	4,992 New	4,992 $210,000
Q3 2022 Oct 17, 2022	BUY	$41.61 - $46.11 $229,728 - $254,573	5,521 New	5,521 $232,000
Q2 2021 Jul 19, 2021	SELL	$51.28 - $52.56 $2.89 Million - $2.96 Million	-56,310 Closed	0 $0
Q1 2021 Apr 27, 2021	BUY	$51.17 - $53.57 $2.88 Million - $3.02 Million	56,310 New	56,310 $2.89 Million

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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