O'Shaughnessy Asset Management, LLC Schwab Strategic Tr 5 10 Yr C Transaction History
O'Shaughnessy Asset Management, LLC
- $11.5 Billion
- Q4 2024
A detailed history of O'Shaughnessy Asset Management, LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, O'Shaughnessy Asset Management, LLC holds 81 shares of SCHI stock, worth $1,803. This represents 0.0% of its overall portfolio holdings.
Number of Shares
81
Previous 41
97.56%
Holding current value
$1,803
Previous $1,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SCHI
# of Institutions
219Shares Held
42MCall Options Held
0Put Options Held
0-
River Front Investment Group, LLC Richmond, VA8.16MShares$182 Million4.21% of portfolio
-
Envestnet Asset Management Inc7.51MShares$167 Million0.05% of portfolio
-
Campbell Wealth Management5.68MShares$127 Million11.29% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.39MShares$53.2 Million0.02% of portfolio
-
Royal Bank Of Canada Toronto, A61.16MShares$25.7 Million0.01% of portfolio