Modus Advisors, LLC Schwab Strategic Tr 5 10 Yr C Transaction History

Modus Advisors, LLC

$305 Million
Q4 2024

Number of Shares

0

Holding current value

$0

% of portfolio

0.0%

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 03, 2025	BUY	$22.02 - $46.16 $0 - $0	0 New	0 $0

Others Institutions Holding SCHI

# of Institutions

203

Shares Held

21.6M

Call Options Held

0

Put Options Held

0

River Front Investment Group, LLC Richmond, VA

4.16M
Shares

$91.9 Million
4.63% of portfolio
Envestnet Asset Management Inc

3.73M
Shares

$82.4 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 Million
4.36% of portfolio

About SCHWAB STRATEGIC TR 5 -10 YR C

Ticker SCHI
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