Wr Wealth Planners, LLC Schwab Strategic Tr 5 10 Yr C Transaction History
Wr Wealth Planners, LLC
- $347 Million
- Q3 2024
A detailed history of Wr Wealth Planners, LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 192 shares of SCHI stock, worth $4,312. This represents 0.0% of its overall portfolio holdings.
Number of Shares
192
Previous 192
-0.0%
Holding current value
$4,312
Previous $8,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
8 transactions
Others Institutions Holding SCHI
# of Institutions
197Shares Held
139MCall Options Held
0Put Options Held
0-
River Front Investment Group, LLC Richmond, VA4.16MShares$93.5 Million4.63% of portfolio
-
Envestnet Asset Management Inc3.73MShares$83.9 Million0.06% of portfolio
-
Campbell Wealth Management2.21MShares$49.7 Million9.1% of portfolio
-
Raymond James & Associates St Petersburg, FL1.12MShares$25.2 Million0.03% of portfolio
-
Royal Bank Of Canada Toronto, A6594KShares$13.4 Million0.01% of portfolio