Plante Moran Financial Advisors, LLC Schwab Strategic Tr 5 10 Yr C Transaction History
Plante Moran Financial Advisors, LLC
- $1.17 Billion
- Q3 2024
Shares
3 transactions
Others Institutions Holding SCHI
# of Institutions
205Shares Held
22.2MCall Options Held
0Put Options Held
0-
River Front Investment Group, LLC Richmond, VA4.16MShares$92.1 Million4.63% of portfolio
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Envestnet Asset Management Inc3.73MShares$82.5 Million0.06% of portfolio
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Campbell Wealth Management2.21MShares$48.9 Million9.1% of portfolio
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Raymond James & Associates St Petersburg, FL1.12MShares$24.8 Million0.03% of portfolio
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San Luis Wealth Advisors LLC San Luis Obispo, CA1.04MShares$23.1 Million4.36% of portfolio