Gps Wealth Strategies Group, LLC Schwab Strategic Tr 5 10 Yr C Transaction History
Gps Wealth Strategies Group, LLC
- $705 Million
- Q1 2025
A detailed history of Gps Wealth Strategies Group, LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Gps Wealth Strategies Group, LLC holds 1,051 shares of SCHI stock, worth $23,584. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,051
Previous 1,050
0.1%
Holding current value
$23,584
Previous $23,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHI
# of Institutions
231Shares Held
48.1MCall Options Held
0Put Options Held
0-
River Front Investment Group, LLC Richmond, VA8.45MShares$190 Million4.35% of portfolio
-
Envestnet Asset Management Inc7.46MShares$167 Million0.06% of portfolio
-
Captrust Financial Advisors Raleigh, NC6.33MShares$142 Million0.37% of portfolio
-
Campbell Wealth Management5.68MShares$127 Million11.29% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.39MShares$53.6 Million0.02% of portfolio