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

St Germain D J CO Inc

$2.22 Billion
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 16, 2025	SELL	$21.85 - $22.76 $96,795 - $100,826	-4,430 Closed	0 $0
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

243

Shares Held

48.7M

Call Options Held

0

Put Options Held

0

River Front Investment Group, LLC Richmond, VA

8.45M
Shares

$193 Million
4.35% of portfolio
Envestnet Asset Management Inc

7.34M
Shares

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

6.33M
Shares

$144 Million
0.37% of portfolio
Campbell Wealth Management

5.68M
Shares

$130 Million
11.29% of portfolio
Raymond James Financial Inc St. Petersburg, FL

2.39M
Shares

$54.4 Million
0.02% of portfolio

About SCHWAB STRATEGIC TR 5 -10 YR C

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