Decision Point Financial, LLC Schwab Strategic Tr 5 10 Yr C Transaction History
Decision Point Financial, LLC
- $258 Million
- Q1 2024
A detailed history of Decision Point Financial, LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Decision Point Financial, LLC holds 76,247 shares of SCHI stock, worth $3.36 Million. This represents 1.31% of its overall portfolio holdings.
Number of Shares
76,247
Previous 78,462
2.82%
Holding current value
$3.36 Million
Previous $3.53 Million
3.8%
% of portfolio
1.31%
Previous 1.51%
Shares
6 transactions
Others Institutions Holding SCHI
# of Institutions
180Shares Held
134MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA111MShares$4.9 Billion6.8% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.41MShares$238 Million0.06% of portfolio
-
River Front Investment Group, LLC Richmond, VA3.86MShares$170 Million4.84% of portfolio
-
Envestnet Asset Management Inc3.3MShares$145 Million0.06% of portfolio
-
Campbell Wealth Management2.08MShares$91.9 Million9.21% of portfolio