Family Asset Management, LLC Schwab Strategic Tr 5 10 Yr C Transaction History
Family Asset Management, LLC
- $166 Billion
- Q3 2024
A detailed history of Family Asset Management, LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Family Asset Management, LLC holds 370 shares of SCHI stock, worth $8,143. This represents 0.01% of its overall portfolio holdings.
Number of Shares
370
Previous 370
-0.0%
Holding current value
$8,143
Previous $16.3 Million
4.67%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding SCHI
# of Institutions
198Shares Held
20.5MCall Options Held
0Put Options Held
0-
River Front Investment Group, LLC Richmond, VA4.16MShares$91.7 Million4.63% of portfolio
-
Envestnet Asset Management Inc3.73MShares$82.2 Million0.06% of portfolio
-
Campbell Wealth Management2.21MShares$48.7 Million9.1% of portfolio
-
Raymond James & Associates St Petersburg, FL1.12MShares$24.7 Million0.03% of portfolio
-
San Luis Wealth Advisors LLC San Luis Obispo, CA1.04MShares$23 Million4.36% of portfolio