Sculati Wealth Management, LLC Schwab Strategic Tr 5 10 Yr C Transaction History
Sculati Wealth Management, LLC
- $281 Million
- Q3 2025
A detailed history of Sculati Wealth Management, LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Sculati Wealth Management, LLC holds 43,029 shares of SCHI stock, worth $986,224. This represents 0.35% of its overall portfolio holdings.
Number of Shares
43,029
Previous 50,258
14.38%
Holding current value
$986,224
Previous $1.14 Million
13.12%
% of portfolio
0.35%
Previous 0.43%
Shares
4 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