Arrowroot Family Office, LLC Schwab Strategic Tr 5 10 Yr C Transaction History
Arrowroot Family Office, LLC
- $156 Billion
- Q1 2024
A detailed history of Arrowroot Family Office, LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Arrowroot Family Office, LLC holds 15,761 shares of SCHI stock, worth $698,842. This represents 0.45% of its overall portfolio holdings.
Number of Shares
15,761
Previous 11,935
32.06%
Holding current value
$698,842
Previous $536 Million
30.73%
% of portfolio
0.45%
Previous 0.38%
Shares
2 transactions
Others Institutions Holding SCHI
# of Institutions
181Shares Held
134MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA111MShares$4.93 Billion6.8% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.41MShares$240 Million0.06% of portfolio
-
River Front Investment Group, LLC Richmond, VA3.86MShares$171 Million4.84% of portfolio
-
Envestnet Asset Management Inc3.3MShares$146 Million0.06% of portfolio
-
Campbell Wealth Management2.08MShares$92.4 Million9.21% of portfolio