Capital Analysts, LLC Schwab Strategic Tr 5 10 Yr C Transaction History
Capital Analysts, LLC
- $2.45 Billion
- Q3 2024
A detailed history of Capital Analysts, LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Capital Analysts, LLC holds 9,121 shares of SCHI stock, worth $202,942. This represents 0.02% of its overall portfolio holdings.
Number of Shares
9,121
Previous 6,828
33.58%
Holding current value
$202,942
Previous $301,000
39.87%
% of portfolio
0.02%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SCHI
# of Institutions
194Shares Held
19.3MCall Options Held
0Put Options Held
0-
River Front Investment Group, LLC Richmond, VA4.16MShares$92.7 Million4.63% of portfolio
-
Envestnet Asset Management Inc3.73MShares$83.1 Million0.06% of portfolio
-
Campbell Wealth Management2.21MShares$49.3 Million9.1% of portfolio
-
Raymond James & Associates St Petersburg, FL1.12MShares$25 Million0.03% of portfolio
-
Royal Bank Of Canada Toronto, A6576KShares$12.8 Million0.01% of portfolio