Coston, Mc Isaac & Partners Schwab Strategic Tr 5 10 Yr C Transaction History
Coston, Mc Isaac & Partners
- $288 Million
- Q1 2025
A detailed history of Coston, Mc Isaac & Partners transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Coston, Mc Isaac & Partners holds 814 shares of SCHI stock, worth $18,266. This represents 0.01% of its overall portfolio holdings.
Number of Shares
814
Previous 1,498
45.66%
Holding current value
$18,266
Previous $33,000
45.45%
% of portfolio
0.01%
Previous 0.01%
Shares
3 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$190 Million4.35% of portfolio
-
Envestnet Asset Management Inc7.46MShares$167 Million0.06% of portfolio
-
Captrust Financial Advisors Raleigh, NC6.33MShares$142 Million0.37% of portfolio
-
Campbell Wealth Management5.68MShares$127 Million11.29% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.39MShares$53.6 Million0.02% of portfolio