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

196

Shares Held

19.4M

Call Options Held

0

Put Options Held

0

River Front Investment Group, LLC Richmond, VA

4.16M
Shares

$93.8 Million
4.63% of portfolio
Envestnet Asset Management Inc

3.73M
Shares

$84.1 Million
0.06% of portfolio
Campbell Wealth Management

2.21M
Shares

$49.8 Million
9.1% of portfolio
Raymond James & Associates St Petersburg, FL

1.12M
Shares

$25.3 Million
0.03% of portfolio
Royal Bank Of Canada Toronto, A6

576K
Shares

$13 Million
0.01% of portfolio

About SCHWAB STRATEGIC TR 5 -10 YR C

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