Tradition Wealth Management, LLC Schwab Strategic Tr 5 10 Yr C Transaction History
Tradition Wealth Management, LLC
- $1.06 Billion
- Q4 2024
A detailed history of Tradition Wealth Management, LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Tradition Wealth Management, LLC holds 14,860 shares of SCHI stock, worth $331,972. This represents 0.03% of its overall portfolio holdings.
Number of Shares
14,860
Previous 7,584
95.94%
Holding current value
$331,972
Previous $350,000
6.57%
% of portfolio
0.03%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding SCHI
# of Institutions
220Shares Held
42.1MCall Options Held
0Put Options Held
0-
River Front Investment Group, LLC Richmond, VA8.16MShares$182 Million4.21% of portfolio
-
Envestnet Asset Management Inc7.51MShares$168 Million0.05% of portfolio
-
Campbell Wealth Management5.68MShares$127 Million11.29% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.39MShares$53.3 Million0.02% of portfolio
-
Royal Bank Of Canada Toronto, A61.16MShares$25.8 Million0.01% of portfolio