Adams Wealth Management Schwab Strategic Tr 5 10 Yr C Transaction History
Adams Wealth Management
- $433 Million
- Q3 2024
A detailed history of Adams Wealth Management transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Adams Wealth Management holds 29,254 shares of SCHI stock, worth $645,635. This represents 0.31% of its overall portfolio holdings.
Number of Shares
29,254
Previous 29,237
0.06%
Holding current value
$645,635
Previous $1.29 Million
4.73%
% of portfolio
0.31%
Previous 0.32%
Shares
9 transactions
Others Institutions Holding SCHI
# of Institutions
195Shares Held
19.4MCall Options Held
0Put Options Held
0-
River Front Investment Group, LLC Richmond, VA4.16MShares$91.9 Million4.63% of portfolio
-
Envestnet Asset Management Inc3.73MShares$82.4 Million0.06% of portfolio
-
Campbell Wealth Management2.21MShares$48.9 Million9.1% of portfolio
-
Raymond James & Associates St Petersburg, FL1.12MShares$24.8 Million0.03% of portfolio
-
Royal Bank Of Canada Toronto, A6576KShares$12.7 Million0.01% of portfolio