Phillips Financial Management, LLC Schwab Strategic Tr 5 10 Yr C Transaction History
Phillips Financial Management, LLC
- $1.46 Billion
- Q4 2025
A detailed history of Phillips Financial Management, LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Phillips Financial Management, LLC holds 1,218 shares of SCHI stock, worth $27,916. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,218Holding current value
$27,916% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SCHI
# of Institutions
251Shares Held
52.4MCall Options Held
0Put Options Held
9K-
River Front Investment Group, LLC Richmond, VA8.42MShares$193 Million3.56% of portfolio
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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