Wealth Bridge Capital Management, LLC Schwab Strategic Tr 5 10 Yr C Transaction History
Wealth Bridge Capital Management, LLC
- $414 Million
- Q3 2025
A detailed history of Wealth Bridge Capital Management, LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Wealth Bridge Capital Management, LLC holds 19,756 shares of SCHI stock, worth $452,807. This represents 0.11% of its overall portfolio holdings.
Number of Shares
19,756
Previous 19,756
-0.0%
Holding current value
$452,807
Previous $449,000
1.34%
% of portfolio
0.11%
Previous 0.12%
Shares
6 transactions
Others Institutions Holding SCHI
# of Institutions
250Shares Held
52.2MCall Options Held
0Put Options Held
9K-
River Front Investment Group, LLC Richmond, VA8.42MShares$193 Million3.56% of portfolio
-
Captrust Financial Advisors Raleigh, NC7.46MShares$171 Million0.37% of portfolio
-
Envestnet Asset Management Inc7.36MShares$169 Million0.05% of portfolio
-
Campbell Wealth Management5.68MShares$130 Million11.29% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.44MShares$55.9 Million0.02% of portfolio