Retirement Group, LLC Schwab Strategic Tr 5 10 Yr C Transaction History
Retirement Group, LLC
- $268 Million
- Q1 2024
A detailed history of Retirement Group, LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Retirement Group, LLC holds 230 shares of SCHI stock, worth $5,129. This represents 0.0% of its overall portfolio holdings.
Number of Shares
230
Previous 320
28.13%
Holding current value
$5,129
Previous $14,000
28.57%
% of portfolio
0.0%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding SCHI
# of Institutions
195Shares Held
19.3MCall Options Held
0Put Options Held
0-
River Front Investment Group, LLC Richmond, VA4.16MShares$92.9 Million4.63% of portfolio
-
Envestnet Asset Management Inc3.73MShares$83.3 Million0.06% of portfolio
-
Campbell Wealth Management2.21MShares$49.4 Million9.1% of portfolio
-
Raymond James & Associates St Petersburg, FL1.12MShares$25 Million0.03% of portfolio
-
Royal Bank Of Canada Toronto, A6576KShares$12.8 Million0.01% of portfolio