1620 Investment Advisors, Inc. Schwab Strategic Tr 5 10 Yr C Transaction History
1620 Investment Advisors, Inc.
- $124 Million
- Q3 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 2,386 shares of SCHI stock, worth $53,732. This represents 0.09% of its overall portfolio holdings.
Number of Shares
2,386
Previous 2,386
-0.0%
Holding current value
$53,732
Previous $105,000
4.76%
% of portfolio
0.09%
Previous 0.09%
Shares
1 transactions
Others Institutions Holding SCHI
# of Institutions
196Shares Held
19.4MCall Options Held
0Put Options Held
0-
River Front Investment Group, LLC Richmond, VA4.16MShares$93.8 Million4.63% of portfolio
-
Envestnet Asset Management Inc3.73MShares$84.1 Million0.06% of portfolio
-
Campbell Wealth Management2.21MShares$49.8 Million9.1% of portfolio
-
Raymond James & Associates St Petersburg, FL1.12MShares$25.3 Million0.03% of portfolio
-
Royal Bank Of Canada Toronto, A6576KShares$13 Million0.01% of portfolio