Tompkins Financial Corp Schwab Strategic Tr 5 10 Yr C Transaction History

Tompkins Financial Corp

$1.04 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 29, 2020	SELL	$47.18 - $52.39 $4,057 - $4,505	-86 Closed	0 $0
Q1 2020 Apr 22, 2020	BUY	$43.26 - $52.01 $3,720 - $4,472	86 New	86 $4,000

Others Institutions Holding SCHI

# of Institutions

196

Shares Held

19.4M

Call Options Held

0

Put Options Held

0

River Front Investment Group, LLC Richmond, VA

4.16M
Shares

$91.8 Million
4.63% of portfolio
Envestnet Asset Management Inc

3.73M
Shares

$82.3 Million
0.06% of portfolio
Campbell Wealth Management

2.21M
Shares

$48.8 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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