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

42.1M

Call Options Held

0

Put Options Held

0

River Front Investment Group, LLC Richmond, VA

8.16M
Shares

$181 Million
4.21% of portfolio
Envestnet Asset Management Inc

7.51M
Shares

$167 Million
0.05% of portfolio
Campbell Wealth Management

5.68M
Shares

$126 Million
11.29% of portfolio
Raymond James Financial Inc St. Petersburg, FL

2.39M
Shares

$53 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

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