1620 Investment Advisors, Inc. Schwab Strategic Tr 5 10 Yr C Transaction History
1620 Investment Advisors, Inc.
- $133 Million
- Q2 2025
A detailed history of 1620 Investment Advisors, Inc. transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, 1620 Investment Advisors, Inc. holds 4,772 shares of SCHI stock, worth $108,563. This represents 0.08% of its overall portfolio holdings.
Number of Shares
4,772
Previous 4,772
-0.0%
Holding current value
$108,563
Previous $107,000
0.93%
% of portfolio
0.08%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding SCHI
# of Institutions
241Shares Held
48.8MCall Options Held
0Put Options Held
0-
River Front Investment Group, LLC Richmond, VA8.45MShares$192 Million4.35% of portfolio
-
Envestnet Asset Management Inc7.34MShares$167 Million0.05% 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$54.3 Million0.02% of portfolio