Eq Wealth Advisors, LLC Schwab Strategic Tr 5 10 Yr C Transaction History

Eq Wealth Advisors, LLC

$104 Billion
Q4 2024

A detailed history of Eq Wealth Advisors, LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Eq Wealth Advisors, LLC holds 9,642 shares of SCHI stock, worth $215,498. This represents 0.2% of its overall portfolio holdings.

Number of Shares

9,642

Holding current value

$215,498

% of portfolio

0.2%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 24, 2025	BUY	$22.02 - $46.16 $212,316 - $445,074	9,642 New	9,642 $213 Million

Others Institutions Holding SCHI

# of Institutions

221

Shares Held

42.4M

Call Options Held

Put Options Held

River Front Investment Group, LLC Richmond, VA

8.16M
Shares

$182 Million
4.21% of portfolio
Envestnet Asset Management Inc

7.51M
Shares

$168 Million
0.05% of portfolio
Campbell Wealth Management

5.68M
Shares

$127 Million
11.29% of portfolio
Raymond James Financial Inc St. Petersburg, FL

2.39M
Shares

$53.4 Million
0.02% of portfolio
Royal Bank Of Canada Toronto, A6

1.16M
Shares

$25.8 Million
0.01% of portfolio

View Full List

About SCHWAB STRATEGIC TR 5 -10 YR C

Ticker SCHI
Sector ETFs
Industry ETFs

More about SCHI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Eq Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Eq Wealth Advisors, LLC with notifications on news.

Account

Eq Wealth Advisors, LLC Schwab Strategic Tr 5 10 Yr C Transaction History