Rational Advisors LLC Schwab Strategic Tr 5 10 Yr C Transaction History
Rational Advisors LLC
- $847 Million
- Q3 2025
A detailed history of Rational Advisors LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Rational Advisors LLC holds 540,680 shares of SCHI stock, worth $12.4 Million. This represents 1.47% of its overall portfolio holdings.
Number of Shares
540,680
Previous 551,209
1.91%
Holding current value
$12.4 Million
Previous $12.5 Million
0.53%
% of portfolio
1.47%
Previous 1.46%
Shares
7 transactions
Others Institutions Holding SCHI
# of Institutions
251Shares Held
52.2MCall Options Held
0Put Options Held
9K-
River Front Investment Group, LLC Richmond, VA8.42MShares$193 Million3.56% of portfolio
-
Captrust Financial Advisors Raleigh, NC7.46MShares$171 Million0.37% of portfolio
-
Envestnet Asset Management Inc7.36MShares$169 Million0.05% of portfolio
-
Campbell Wealth Management5.68MShares$130 Million11.29% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.44MShares$55.9 Million0.02% of portfolio