Wedmont Private Capital Schwab Strategic Tr 5 10 Yr C Transaction History

Wedmont Private Capital

$1.75 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 17, 2023	BUY	$43.63 - $45.06 $1,745 - $1,802	40 Added 0.71%	5,666 $249,000
Q1 2023 Apr 11, 2023	BUY	$42.99 - $45.29 $241,861 - $254,801	5,626 New	5,626 $251,000

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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