Ashton Thomas Private Wealth, LLC Schwab Strategic Tr 5 10 Yr C Transaction History

Ashton Thomas Private Wealth, LLC

$1.9 Trillion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 06, 2024	BUY	$43.11 - $44.42 $16,209 - $16,701	376 New	376 $16.6 Million

Others Institutions Holding SCHI

# of Institutions

197

Shares Held

139M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

120M
Shares

$2.69 Billion
1.02% of portfolio
River Front Investment Group, LLC Richmond, VA

4.16M
Shares

$93.5 Million
4.63% of portfolio
Envestnet Asset Management Inc

3.73M
Shares

$83.9 Million
0.06% of portfolio
Campbell Wealth Management

2.21M
Shares

$49.7 Million
9.1% of portfolio
Raymond James & Associates St Petersburg, FL

1.12M
Shares

$25.2 Million
0.03% of portfolio

About SCHWAB STRATEGIC TR 5 -10 YR C

Ticker SCHI
Sector ETFs
Industry ETFs

More about SCHI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ashton Thomas Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ashton Thomas Private Wealth, LLC with notifications on news.