Mc Carthy Grittinger Financial Group, LLC Schwab Strategic Tr 5 10 Yr C Transaction History
Mc Carthy Grittinger Financial Group, LLC
- $388 Billion
- Q2 2025
A detailed history of Mc Carthy Grittinger Financial Group, LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Mc Carthy Grittinger Financial Group, LLC holds 3,118 shares of SCHI stock, worth $70,934. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,118
Previous 3,118
-0.0%
Holding current value
$70,934
Previous $70 Million
1.34%
% of portfolio
0.02%
Previous 0.02%
Shares
8 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