Rockbridge Investment Management, Lcc Schwab Strategic Tr 5 10 Yr C Transaction History
Rockbridge Investment Management, Lcc
- $705 Billion
- Q2 2024
A detailed history of Rockbridge Investment Management, Lcc transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Rockbridge Investment Management, Lcc holds 5,733 shares of SCHI stock, worth $261,596. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,733
Previous 5,733
-0.0%
Holding current value
$261,596
Previous $255 Million
0.88%
% of portfolio
0.04%
Previous 0.04%
Shares
7 transactions
Others Institutions Holding SCHI
# of Institutions
192Shares Held
135MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA120MShares$5.46 Billion1.02% of portfolio
-
River Front Investment Group, LLC Richmond, VA3.95MShares$180 Million4.73% of portfolio
-
Envestnet Asset Management Inc3.69MShares$168 Million0.06% of portfolio
-
Raymond James & Associates St Petersburg, FL982KShares$44.8 Million0.03% of portfolio
-
Royal Bank Of Canada Toronto, A6594KShares$27.1 Million0.01% of portfolio