Sculati Wealth Management, LLC Schwab Strategic Tr 5 10 Yr C Transaction History
Sculati Wealth Management, LLC
- $243 Million
- Q1 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 83,816 shares of SCHI stock, worth $1.88 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
83,816
Previous 22,205
277.46%
Holding current value
$1.88 Million
Previous $490,000
284.08%
% of portfolio
0.77%
Previous 0.2%
Shares
2 transactions
Others Institutions Holding SCHI
# of Institutions
231Shares Held
48.1MCall Options Held
0Put Options Held
0-
River Front Investment Group, LLC Richmond, VA8.45MShares$190 Million4.35% of portfolio
-
Envestnet Asset Management Inc7.46MShares$167 Million0.06% of portfolio
-
Captrust Financial Advisors Raleigh, NC6.33MShares$142 Million0.37% of portfolio
-
Campbell Wealth Management5.68MShares$127 Million11.29% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.39MShares$53.6 Million0.02% of portfolio