Mission Wealth Management, LP Schwab Strategic Tr 5 10 Yr C Transaction History
Mission Wealth Management, LP
- $4.95 Billion
- Q3 2025
A detailed history of Mission Wealth Management, LP transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Mission Wealth Management, LP holds 9,465 shares of SCHI stock, worth $216,937. This represents 0.0% of its overall portfolio holdings.
Number of Shares
9,465Holding current value
$216,937% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SCHI
# of Institutions
249Shares Held
52.3MCall 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
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Envestnet Asset Management Inc7.36MShares$169 Million0.05% of portfolio
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Campbell Wealth Management5.68MShares$130 Million11.29% of portfolio
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Raymond James Financial Inc St. Petersburg, FL2.44MShares$55.9 Million0.02% of portfolio