Ci Private Wealth, LLC Schwab Strategic Tr 5 10 Yr C Transaction History

Ci Private Wealth, LLC

$69.4 Billion
Q3 2024

A detailed history of Ci Private Wealth, LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Ci Private Wealth, LLC holds 5,578 shares of SCHI stock, worth $123,329. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,578

Holding current value

$123,329

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 12, 2024	BUY	$43.73 - $46.29 $243,925 - $258,205	5,578 New	5,578 $257,000

Others Institutions Holding SCHI

# of Institutions

205

Shares Held

22.2M

Call Options Held

Put Options Held

River Front Investment Group, LLC Richmond, VA

4.16M
Shares

$92.1 Million
4.63% of portfolio
Envestnet Asset Management Inc

3.73M
Shares

$82.5 Million
0.06% of portfolio
Campbell Wealth Management

2.21M
Shares

$48.9 Million
9.1% of portfolio
Raymond James & Associates St Petersburg, FL

1.12M
Shares

$24.8 Million
0.03% of portfolio
San Luis Wealth Advisors LLC San Luis Obispo, CA

1.04M
Shares

$23.1 Million
4.36% of portfolio

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About SCHWAB STRATEGIC TR 5 -10 YR C

Ticker SCHI
Sector ETFs
Industry ETFs

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Ci Private Wealth, LLC Schwab Strategic Tr 5 10 Yr C Transaction History