Chapin Davis, Inc. Schwab Strategic Tr 5 10 Yr C Transaction History

Chapin Davis, Inc.

$407 Billion
Q3 2025

A detailed history of Chapin Davis, Inc. transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Chapin Davis, Inc. holds 12,450 shares of SCHI stock, worth $285,354. This represents 0.07% of its overall portfolio holdings.

Number of Shares

12,450

Holding current value

$285,354

% of portfolio

0.07%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 09, 2025	BUY	$22.45 - $23.2 $279,502 - $288,840	12,450 New	12,450 $287 Million

Others Institutions Holding SCHI

# of Institutions

251

Shares Held

52.2M

Call Options Held

Put Options Held

River Front Investment Group, LLC Richmond, VA

8.42M
Shares

$193 Million
3.56% of portfolio
Captrust Financial Advisors Raleigh, NC

7.46M
Shares

$171 Million
0.37% of portfolio
Envestnet Asset Management Inc

7.36M
Shares

$169 Million
0.05% of portfolio
Campbell Wealth Management

5.68M
Shares

$130 Million
11.29% of portfolio
Raymond James Financial Inc St. Petersburg, FL

2.44M
Shares

$55.9 Million
0.02% of portfolio

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About SCHWAB STRATEGIC TR 5 -10 YR C

Ticker SCHI
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