Wt Wealth Management Schwab Strategic Tr 5 10 Yr C Transaction History
Wt Wealth Management
- $309 Million
- Q4 2024
A detailed history of Wt Wealth Management transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Wt Wealth Management holds 448,013 shares of SCHI stock, worth $10 Million. This represents 3.2% of its overall portfolio holdings.
Number of Shares
448,013
Previous 446,021
0.45%
Holding current value
$10 Million
Previous $20.6 Million
51.98%
% of portfolio
3.2%
Previous 5.27%
Shares
2 transactions
Others Institutions Holding SCHI
# of Institutions
221Shares Held
42.4MCall Options Held
0Put Options Held
0-
River Front Investment Group, LLC Richmond, VA8.16MShares$183 Million4.21% of portfolio
-
Envestnet Asset Management Inc7.51MShares$168 Million0.05% of portfolio
-
Campbell Wealth Management5.68MShares$127 Million11.29% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.39MShares$53.5 Million0.02% of portfolio
-
Royal Bank Of Canada Toronto, A61.16MShares$25.9 Million0.01% of portfolio