Source Financial Advisors LLC Schwab Strategic Tr 5 10 Yr C Transaction History
Source Financial Advisors LLC
- $329 Million
- Q1 2024
A detailed history of Source Financial Advisors LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Source Financial Advisors LLC holds 34,340 shares of SCHI stock, worth $1.53 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
34,340Holding current value
$1.53 Million% of portfolio
0.46%Shares
1 transactions
Others Institutions Holding SCHI
# of Institutions
181Shares Held
134MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA111MShares$4.94 Billion6.8% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.41MShares$240 Million0.06% of portfolio
-
River Front Investment Group, LLC Richmond, VA3.86MShares$172 Million4.84% of portfolio
-
Envestnet Asset Management Inc3.3MShares$146 Million0.06% of portfolio
-
Campbell Wealth Management2.08MShares$92.6 Million9.21% of portfolio