Semmax Financial Advisors Inc. Schwab Strategic Tr 5 10 Yr C Transaction History
Semmax Financial Advisors Inc.
- $355 Million
- Q3 2024
A detailed history of Semmax Financial Advisors Inc. transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Semmax Financial Advisors Inc. holds 286,383 shares of SCHI stock, worth $6.36 Million. This represents 3.73% of its overall portfolio holdings.
Number of Shares
286,383
Previous 135,360
111.57%
Holding current value
$6.36 Million
Previous $5.97 Million
121.46%
% of portfolio
3.73%
Previous 1.87%
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