Td Private Client Wealth LLC Schwab Strategic Tr 5 10 Yr C Transaction History
Td Private Client Wealth LLC
- $4.07 Trillion
- Q2 2025
A detailed history of Td Private Client Wealth LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Td Private Client Wealth LLC holds 374 shares of SCHI stock, worth $8,482. This represents 0.0% of its overall portfolio holdings.
Number of Shares
374
Previous 396
5.56%
Holding current value
$8,482
Previous $8.89 Million
4.3%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding SCHI
# of Institutions
236Shares Held
48.4MCall Options Held
0Put Options Held
0-
River Front Investment Group, LLC Richmond, VA8.45MShares$192 Million4.35% of portfolio
-
Envestnet Asset Management Inc7.46MShares$169 Million0.06% of portfolio
-
Captrust Financial Advisors Raleigh, NC6.33MShares$144 Million0.37% of portfolio
-
Campbell Wealth Management5.68MShares$129 Million11.29% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.39MShares$54.1 Million0.02% of portfolio