1620 Investment Advisors, Inc. Schwab Strategic Tr 5 10 Yr C Transaction History
1620 Investment Advisors, Inc.
- $126 Million
- Q4 2024
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 $106,272. This represents 0.08% of its overall portfolio holdings.
Number of Shares
4,772
Previous 2,386
100.0%
Holding current value
$106,272
Previous $110,000
4.55%
% of portfolio
0.08%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding SCHI
# of Institutions
219Shares Held
42MCall Options Held
0Put Options Held
0-
River Front Investment Group, LLC Richmond, VA8.16MShares$182 Million4.21% of portfolio
-
Envestnet Asset Management Inc7.51MShares$167 Million0.05% of portfolio
-
Campbell Wealth Management5.68MShares$127 Million11.29% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.39MShares$53.2 Million0.02% of portfolio
-
Royal Bank Of Canada Toronto, A61.16MShares$25.7 Million0.01% of portfolio