Capital Performance Advisors LLP Schwab Strategic Tr 5 10 Yr C Transaction History
Capital Performance Advisors LLP
- $449 Million
- Q1 2025
A detailed history of Capital Performance Advisors LLP transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Capital Performance Advisors LLP holds 23,280 shares of SCHI stock, worth $527,059. This represents 0.12% of its overall portfolio holdings.
Number of Shares
23,280Holding current value
$527,059% of portfolio
0.12%Shares
1 transactions
Others Institutions Holding SCHI
# of Institutions
231Shares Held
48.1MCall Options Held
0Put Options Held
0-
River Front Investment Group, LLC Richmond, VA8.45MShares$191 Million4.35% of portfolio
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Envestnet Asset Management Inc7.46MShares$169 Million0.06% of portfolio
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Captrust Financial Advisors Raleigh, NC6.33MShares$143 Million0.37% of portfolio
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Campbell Wealth Management5.68MShares$129 Million11.29% of portfolio
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Raymond James Financial Inc St. Petersburg, FL2.39MShares$54 Million0.02% of portfolio