Stifel Financial Corp Schwab Strategic Tr 5 10 Yr C Transaction History
Stifel Financial Corp
- $99.8 Billion
- Q2 2025
A detailed history of Stifel Financial Corp transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Stifel Financial Corp holds 461,669 shares of SCHI stock, worth $10.5 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
461,669
Previous 287,972
60.32%
Holding current value
$10.5 Million
Previous $6.47 Million
62.47%
% of portfolio
0.01%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding SCHI
# of Institutions
247Shares Held
50.5MCall Options Held
0Put Options Held
0-
River Front Investment Group, LLC Richmond, VA8.37MShares$190 Million3.89% of portfolio
-
Envestnet Asset Management Inc7.34MShares$167 Million0.05% of portfolio
-
Captrust Financial Advisors Raleigh, NC7.24MShares$165 Million0.38% of portfolio
-
Campbell Wealth Management5.68MShares$129 Million11.29% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.48MShares$56.4 Million0.02% of portfolio