Charles Schwab Trust CO Schwab Strategic Tr 5 10 Yr C Transaction History
Charles Schwab Trust CO
- $1.3 Billion
- Q2 2025
A detailed history of Charles Schwab Trust CO transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Charles Schwab Trust CO holds 430,440 shares of SCHI stock, worth $9.79 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
430,440
Previous 447,004
3.71%
Holding current value
$9.79 Million
Previous $10 Million
2.25%
% of portfolio
0.75%
Previous 0.85%
Shares
23 transactions
Others Institutions Holding SCHI
# of Institutions
247Shares Held
50.5MCall Options Held
0Put Options Held
0-
River Front Investment Group, LLC Richmond, VA8.37MShares$190 Million3.89% of portfolio
-
Envestnet Asset Management Inc7.34MShares$167 Million0.05% of portfolio
-
Captrust Financial Advisors Raleigh, NC7.24MShares$165 Million0.38% of portfolio
-
Campbell Wealth Management5.68MShares$129 Million11.29% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.48MShares$56.4 Million0.02% of portfolio