Decision Point Financial, LLC Schwab Strategic Tr 5 10 Yr C Call Options Transaction History

Decision Point Financial, LLC

$315 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SCHI

# of Institutions

192

Shares Held

138M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

120M
Shares

$2.68 Billion
1.02% of portfolio
River Front Investment Group, LLC Richmond, VA

3.95M
Shares

$88.6 Million
4.73% of portfolio
Envestnet Asset Management Inc

3.69M
Shares

$82.6 Million
0.06% of portfolio
Campbell Wealth Management

2.21M
Shares

$49.6 Million
9.1% of portfolio
Raymond James & Associates St Petersburg, FL

1.12M
Shares

$25.2 Million
0.03% of portfolio

About SCHWAB STRATEGIC TR 5 -10 YR C

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