Wr Wealth Planners, LLC Schwab Strategic Tr 5 10 Yr C Transaction History
Wr Wealth Planners, LLC
- $318 Million
- Q2 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 $8,876. This represents 0.0% of its overall portfolio holdings.
Number of Shares
192
Previous 192
-0.0%
Holding current value
$8,876
Previous $8,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding SCHI
# of Institutions
191Shares Held
135MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA120MShares$5.53 Billion1.02% of portfolio
-
River Front Investment Group, LLC Richmond, VA3.95MShares$183 Million4.73% of portfolio
-
Envestnet Asset Management Inc3.69MShares$170 Million0.06% of portfolio
-
Raymond James & Associates St Petersburg, FL982KShares$45.4 Million0.03% of portfolio
-
Royal Bank Of Canada Toronto, A6594KShares$27.5 Million0.01% of portfolio