Hrt Financial LP Schwab Strategic Tr 5 10 Yr C Transaction History

Hrt Financial LP

$20.6 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 14, 2025	SELL	$21.85 - $22.76 $287,109 - $299,066	-13,140 Reduced 34.19%	25,288 $575,000
Q1 2025 May 15, 2025	BUY	$21.77 - $22.56 $836,577 - $866,935	38,428 New	38,428 $863,000

Others Institutions Holding SCHI

# of Institutions

251

Shares Held

52.2M

Call Options Held

0

Put Options Held

9K

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

About SCHWAB STRATEGIC TR 5 -10 YR C

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