National Asset Management, Inc. Schwab Strategic Tr 5 10 Yr C Transaction History
National Asset Management, Inc.
- $3.51 Billion
- Q3 2024
A detailed history of National Asset Management, Inc. transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, National Asset Management, Inc. holds 141,304 shares of SCHI stock, worth $3.14 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
141,304
Previous 85,028
66.19%
Holding current value
$3.14 Million
Previous $3.75 Million
73.97%
% of portfolio
0.19%
Previous 0.1%
Shares
5 transactions
Others Institutions Holding SCHI
# of Institutions
208Shares Held
26.7MCall Options Held
0Put Options Held
0-
Campbell Wealth Management5.68MShares$126 Million11.29% of portfolio
-
River Front Investment Group, LLC Richmond, VA4.16MShares$92.5 Million4.63% of portfolio
-
Envestnet Asset Management Inc3.73MShares$83 Million0.06% of portfolio
-
Raymond James & Associates St Petersburg, FL1.12MShares$25 Million0.03% of portfolio
-
San Luis Wealth Advisors LLC San Luis Obispo, CA1.04MShares$23.2 Million4.36% of portfolio