Selective Wealth Management, Inc. Schwab Strategic Tr 5 10 Yr C Transaction History
Selective Wealth Management, Inc.
- $239 Million
- Q3 2024
A detailed history of Selective Wealth Management, Inc. transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 7,779 shares of SCHI stock, worth $171,838. This represents 0.15% of its overall portfolio holdings.
Number of Shares
7,779Holding current value
$171,838% of portfolio
0.15%Shares
1 transactions
Others Institutions Holding SCHI
# of Institutions
195Shares Held
19.4MCall Options Held
0Put Options Held
0-
River Front Investment Group, LLC Richmond, VA4.16MShares$92 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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Royal Bank Of Canada Toronto, A6576KShares$12.7 Million0.01% of portfolio