Gratus Capital LLC Schwab Strategic Tr 5 10 Yr C Transaction History
Gratus Capital LLC
- $2.39 Billion
- Q2 2024
A detailed history of Gratus Capital LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Gratus Capital LLC holds 22,029 shares of SCHI stock, worth $489,704. This represents 0.04% of its overall portfolio holdings.
Number of Shares
22,029
Previous 20,861
5.6%
Holding current value
$489,704
Previous $928,000
4.63%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding SCHI
# of Institutions
192Shares Held
138MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA120MShares$2.66 Billion1.02% of portfolio
-
River Front Investment Group, LLC Richmond, VA3.95MShares$87.9 Million4.73% of portfolio
-
Envestnet Asset Management Inc3.69MShares$81.9 Million0.06% of portfolio
-
Campbell Wealth Management2.21MShares$49.2 Million9.1% of portfolio
-
Raymond James & Associates St Petersburg, FL1.12MShares$25 Million0.03% of portfolio