Rational Advisors LLC Schwab Strategic Tr 5 10 Yr C Transaction History
Rational Advisors LLC
- $851 Million
- Q1 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 384,534 shares of SCHI stock, worth $8.72 Million. This represents 1.02% of its overall portfolio holdings.
Number of Shares
384,534
Previous 421,790
8.83%
Holding current value
$8.72 Million
Previous $9.31 Million
7.22%
% of portfolio
1.02%
Previous 1.06%
Shares
5 transactions
Others Institutions Holding SCHI
# of Institutions
236Shares Held
48.4MCall Options Held
0Put Options Held
0-
River Front Investment Group, LLC Richmond, VA8.45MShares$192 Million4.35% of portfolio
-
Envestnet Asset Management Inc7.46MShares$169 Million0.06% of portfolio
-
Captrust Financial Advisors Raleigh, NC6.33MShares$144 Million0.37% of portfolio
-
Campbell Wealth Management5.68MShares$129 Million11.29% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.39MShares$54.1 Million0.02% of portfolio