St Germain D J CO Inc Schwab Strategic Tr 5 10 Yr C Transaction History

St Germain D J CO Inc

$2.04 Billion
Q1 2025

A detailed history of St Germain D J CO Inc transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, St Germain D J CO Inc holds 4,430 shares of SCHI stock, worth $99,409. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,430

Holding current value

$99,409

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 09, 2025	BUY	$21.77 - $22.56 $96,441 - $99,940	4,430 New	4,430 $99,000

Others Institutions Holding SCHI

# of Institutions

231

Shares Held

48.1M

Call Options Held

Put Options Held

River Front Investment Group, LLC Richmond, VA

8.45M
Shares

$190 Million
4.35% of portfolio
Envestnet Asset Management Inc

7.46M
Shares

$167 Million
0.06% of portfolio
Captrust Financial Advisors Raleigh, NC

6.33M
Shares

$142 Million
0.37% of portfolio
Campbell Wealth Management

5.68M
Shares

$127 Million
11.29% of portfolio
Raymond James Financial Inc St. Petersburg, FL

2.39M
Shares

$53.6 Million
0.02% of portfolio

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About SCHWAB STRATEGIC TR 5 -10 YR C

Ticker SCHI
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St Germain D J CO Inc Schwab Strategic Tr 5 10 Yr C Transaction History