Ogorek Anthony Joseph Schwab Strategic Tr 5 10 Yr C Transaction History
Ogorek Anthony Joseph
- $314 Million
- Q4 2024
A detailed history of Ogorek Anthony Joseph transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Ogorek Anthony Joseph holds 17,190 shares of SCHI stock, worth $382,133. This represents 0.12% of its overall portfolio holdings.
Number of Shares
17,190
Previous 9,179
87.28%
Holding current value
$382,133
Previous $423,000
10.4%
% of portfolio
0.12%
Previous 0.15%
Shares
6 transactions
Others Institutions Holding SCHI
# of Institutions
204Shares Held
22.1MCall Options Held
0Put Options Held
0-
River Front Investment Group, LLC Richmond, VA4.16MShares$92.6 Million4.63% of portfolio
-
Envestnet Asset Management Inc3.73MShares$83 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
-
San Luis Wealth Advisors LLC San Luis Obispo, CA1.04MShares$23.2 Million4.36% of portfolio