Fsa Wealth Management LLC Schwab Strategic Tr 5 10 Yr C Transaction History

Fsa Wealth Management LLC

$229 Million
Q1 2024

A detailed history of Fsa Wealth Management LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Fsa Wealth Management LLC holds 977 shares of SCHI stock, worth $21,933. This represents 0.02% of its overall portfolio holdings.

Number of Shares

977

Holding current value

$21,933

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 16, 2024	BUY	$43.87 - $44.99 $42,860 - $43,955	977 New	977 $43,000

Others Institutions Holding SCHI

# of Institutions

192

Shares Held

138M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

120M
Shares

$2.69 Billion
1.02% of portfolio
River Front Investment Group, LLC Richmond, VA

3.95M
Shares

$88.8 Million
4.73% of portfolio
Envestnet Asset Management Inc

3.69M
Shares

$82.7 Million
0.06% of portfolio
Campbell Wealth Management

2.21M
Shares

$49.7 Million
9.1% of portfolio
Raymond James & Associates St Petersburg, FL

1.12M
Shares

$25.2 Million
0.03% of portfolio

View Full List

About SCHWAB STRATEGIC TR 5 -10 YR C

Ticker SCHI
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Fsa Wealth Management LLC Schwab Strategic Tr 5 10 Yr C Transaction History