Spectrum Wealth Counsel, LLC Schwab Strategic Tr 5 10 Yr C Transaction History
Spectrum Wealth Counsel, LLC
- $851 Billion
- Q4 2024
A detailed history of Spectrum Wealth Counsel, LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Spectrum Wealth Counsel, LLC holds 913 shares of SCHI stock, worth $20,332. This represents 0.0% of its overall portfolio holdings.
Number of Shares
913
Previous 457
99.78%
Holding current value
$20,332
Previous $21.1 Million
4.37%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHI
# of Institutions
209Shares Held
27.5MCall Options Held
0Put Options Held
0-
Campbell Wealth Management5.68MShares$127 Million11.29% of portfolio
-
River Front Investment Group, LLC Richmond, VA4.16MShares$92.7 Million4.63% of portfolio
-
Envestnet Asset Management Inc3.73MShares$83.1 Million0.06% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.39MShares$53.2 Million0.02% of portfolio
-
Raymond James & Associates St Petersburg, FL1.12MShares$25 Million0.03% of portfolio