Stephens Consulting, LLC Schwab Strategic Tr 5 10 Yr C Transaction History

Stephens Consulting, LLC

$392 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 19, 2023	SELL	$40.96 - $44.32 $39,362 - $42,591	-961 Closed	0 $0
Q3 2022 Jan 19, 2023	BUY	$41.61 - $46.11 $39,987 - $44,311	961 New	961 $40.4 Million

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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