Wbh Advisory Inc Schwab Strategic Tr 5 10 Yr C Transaction History

Wbh Advisory Inc

$1.05 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 10, 2023	BUY	$42.12 - $44.19 $138,659 - $145,473	3,292 Added 27.95%	15,072 $636,000
Q2 2023 Jul 12, 2023	BUY	$43.63 - $45.06 $513,961 - $530,806	11,780 New	11,780 $518,000

Others Institutions Holding SCHI

# of Institutions

195

Shares Held

136M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

120M
Shares

$2.7 Billion
1.02% of portfolio
River Front Investment Group, LLC Richmond, VA

3.95M
Shares

$89.2 Million
4.73% of portfolio
Envestnet Asset Management Inc

3.69M
Shares

$83.2 Million
0.06% of portfolio
Raymond James & Associates St Petersburg, FL

1.12M
Shares

$25.4 Million
0.03% of portfolio
Royal Bank Of Canada Toronto, A6

594K
Shares

$13.4 Million
0.01% of portfolio

About SCHWAB STRATEGIC TR 5 -10 YR C

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