Peoples Bank/Ks Schwab Strategic Tr 5 10 Yr C Transaction History

Peoples Bank/Ks

$101 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 07, 2025	BUY	$22.02 - $46.16 $4,844 - $10,155	220 Added 100.0%	440 $9.71 Million
Q3 2024 Oct 04, 2024	BUY	$43.73 - $46.29 $9,620 - $10,183	220 New	220 $10.2 Million

Others Institutions Holding SCHI

# of Institutions

250

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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