Decision Point Financial, LLC Schwab Strategic Tr 5 10 Yr C Transaction History
Decision Point Financial, LLC
- $438 Million
- Q4 2025
A detailed history of Decision Point Financial, LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Decision Point Financial, LLC holds 111,670 shares of SCHI stock, worth $2.56 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
111,670
Previous 111,754
0.08%
Holding current value
$2.56 Million
Previous $2.58 Million
0.78%
% of portfolio
0.58%
Previous 0.62%
Shares
13 transactions
Others Institutions Holding SCHI
# of Institutions
252Shares Held
52.4MCall Options Held
0Put Options Held
9K-
River Front Investment Group, LLC Richmond, VA8.42MShares$193 Million3.56% of portfolio
-
Captrust Financial Advisors Raleigh, NC7.46MShares$171 Million0.37% of portfolio
-
Envestnet Asset Management Inc7.36MShares$169 Million0.05% of portfolio
-
Campbell Wealth Management5.68MShares$130 Million11.29% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.44MShares$55.9 Million0.02% of portfolio