Destination Wealth Management Schwab Strategic Tr 5 10 Yr C Transaction History
Destination Wealth Management
- $3.3 Billion
- Q2 2025
A detailed history of Destination Wealth Management transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Destination Wealth Management holds 8,950 shares of SCHI stock, worth $207,729. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,950Holding current value
$207,729% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding SCHI
# of Institutions
247Shares Held
50.6MCall Options Held
0Put Options Held
0-
River Front Investment Group, LLC Richmond, VA8.37MShares$194 Million3.89% of portfolio
-
Envestnet Asset Management Inc7.34MShares$170 Million0.05% of portfolio
-
Captrust Financial Advisors Raleigh, NC7.24MShares$168 Million0.38% of portfolio
-
Campbell Wealth Management5.68MShares$132 Million11.29% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.48MShares$57.6 Million0.02% of portfolio