Core Cap Advisors, LLC Schwab Strategic Tr 5 10 Yr C Transaction History
Core Cap Advisors, LLC
- $2.81 Billion
- Q4 2025
A detailed history of Core Cap Advisors, LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Core Cap Advisors, LLC holds 38,554 shares of SCHI stock, worth $883,657. This represents 0.03% of its overall portfolio holdings.
Number of Shares
38,554
Previous 54,727
29.55%
Holding current value
$883,657
Previous $1.26 Million
30.09%
% of portfolio
0.03%
Previous 0.05%
Shares
13 transactions
Others Institutions Holding SCHI
# of Institutions
249Shares Held
52.3MCall Options Held
0Put Options Held
9K-
River Front Investment Group, LLC Richmond, VA8.42MShares$193 Million3.56% of portfolio
-
Captrust Financial Advisors Raleigh, NC7.46MShares$171 Million0.37% of portfolio
-
Envestnet Asset Management Inc7.36MShares$169 Million0.05% of portfolio
-
Campbell Wealth Management5.68MShares$130 Million11.29% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.44MShares$55.9 Million0.02% of portfolio