Money Concepts Capital Corp Schwab Strategic Tr 5 10 Yr C Transaction History
Money Concepts Capital Corp
- $1.39 Billion
- Q2 2025
A detailed history of Money Concepts Capital Corp transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Money Concepts Capital Corp holds 19,571 shares of SCHI stock, worth $454,242. This represents 0.03% of its overall portfolio holdings.
Number of Shares
19,571
Previous 12,700
54.1%
Holding current value
$454,242
Previous $285,000
56.14%
% of portfolio
0.03%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding SCHI
# of Institutions
247Shares 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