Eq Wealth Advisors, LLC Schwab Strategic Tr 5 10 Yr C Transaction History
Eq Wealth Advisors, LLC
- $147 Billion
- Q2 2025
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 7,776 shares of SCHI stock, worth $180,480. This represents 0.12% of its overall portfolio holdings.
Number of Shares
7,776
Previous 7,776
-0.0%
Holding current value
$180,480
Previous $175 Million
1.34%
% of portfolio
0.12%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding SCHI
# of Institutions
246Shares 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