1620 Investment Advisors, Inc. Schwab Strategic Tr 5 10 Yr C Transaction History
1620 Investment Advisors, Inc.
- $126 Million
- Q4 2024
A detailed history of 1620 Investment Advisors, Inc. transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, 1620 Investment Advisors, Inc. holds 4,772 shares of SCHI stock, worth $105,747. This represents 0.08% of its overall portfolio holdings.
Number of Shares
4,772
Previous 2,386
100.0%
Holding current value
$105,747
Previous $110,000
4.55%
% of portfolio
0.08%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding SCHI
# of Institutions
212Shares Held
30.4MCall Options Held
0Put Options Held
0-
Campbell Wealth Management5.68MShares$126 Million11.29% of portfolio
-
River Front Investment Group, LLC Richmond, VA4.16MShares$92.3 Million4.63% of portfolio
-
Envestnet Asset Management Inc3.73MShares$82.7 Million0.06% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.39MShares$52.9 Million0.02% of portfolio
-
Raymond James & Associates St Petersburg, FL1.12MShares$24.9 Million0.03% of portfolio