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 $217,523. This represents 0.2% of its overall portfolio holdings.

Number of Shares

9,642

Holding current value

$217,523

% 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

220

Shares Held

42.1M

Call Options Held

Put Options Held

River Front Investment Group, LLC Richmond, VA

8.16M
Shares

$184 Million
4.21% of portfolio
Envestnet Asset Management Inc

7.51M
Shares

$169 Million
0.05% of portfolio
Campbell Wealth Management

5.68M
Shares

$128 Million
11.29% of portfolio
Raymond James Financial Inc St. Petersburg, FL

2.39M
Shares

$53.9 Million
0.02% of portfolio
Royal Bank Of Canada Toronto, A6

1.16M
Shares

$26.1 Million
0.01% of portfolio

View Full List

About SCHWAB STRATEGIC TR 5 -10 YR C

Ticker SCHI
Sector ETFs
Industry ETFs

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