Western Financial Corporation Schwab Strategic Tr 5 10 Yr C Transaction History

Western Financial Corporation

$143 Million
Q3 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 16, 2021	SELL	$51.28 - $52.56 $457,315 - $468,730	-8,918 Closed	0 $0
Q1 2021 Apr 27, 2021	BUY	$51.17 - $53.57 $456,334 - $477,737	8,918 New	8,918 $458,000

Others Institutions Holding SCHI

# of Institutions

219

Shares Held

42M

Call Options Held

0

Put Options Held

0

River Front Investment Group, LLC Richmond, VA

8.16M
Shares

$182 Million
4.21% of portfolio
Envestnet Asset Management Inc

7.51M
Shares

$167 Million
0.05% of portfolio
Campbell Wealth Management

5.68M
Shares

$127 Million
11.29% of portfolio
Raymond James Financial Inc St. Petersburg, FL

2.39M
Shares

$53.2 Million
0.02% of portfolio
Royal Bank Of Canada Toronto, A6

1.16M
Shares

$25.7 Million
0.01% of portfolio

About SCHWAB STRATEGIC TR 5 -10 YR C

Ticker SCHI
Sector ETFs
Industry ETFs

More about SCHI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Western Financial Corporation, based on Form 13F filings with the SEC.

News

Stay updated on Western Financial Corporation with notifications on news.