Rockefeller Capital Management L.P. Schwab Strategic Tr 5 10 Yr C Transaction History
Rockefeller Capital Management L.P.
- $33.9 Billion
- Q1 2024
A detailed history of Rockefeller Capital Management L.P. transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Rockefeller Capital Management L.P. holds 314,330 shares of SCHI stock, worth $13.9 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
314,330Holding current value
$13.9 Million% of portfolio
0.04%Shares
2 transactions
Others Institutions Holding SCHI
# of Institutions
180Shares Held
134MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA111MShares$4.9 Billion6.8% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.41MShares$238 Million0.06% of portfolio
-
River Front Investment Group, LLC Richmond, VA3.86MShares$170 Million4.84% of portfolio
-
Envestnet Asset Management Inc3.3MShares$145 Million0.06% of portfolio
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Campbell Wealth Management2.08MShares$91.9 Million9.21% of portfolio