Lebenthal Global Advisors, LLC Schwab Strategic Tr 5 10 Yr C Transaction History
Lebenthal Global Advisors, LLC
- $557 Million
- Q3 2025
A detailed history of Lebenthal Global Advisors, LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Lebenthal Global Advisors, LLC holds 12,356 shares of SCHI stock, worth $283,199. This represents 0.05% of its overall portfolio holdings.
Number of Shares
12,356
Previous 19,742
37.41%
Holding current value
$283,199
Previous $449,000
36.53%
% of portfolio
0.05%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding SCHI
# of Institutions
250Shares Held
52.2MCall 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