Transform Wealth, LLC Schwab Strategic Tr 5 10 Yr C Transaction History
Transform Wealth, LLC
- $1.46 Billion
- Q3 2024
A detailed history of Transform Wealth, LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Transform Wealth, LLC holds 31,701 shares of SCHI stock, worth $715,491. This represents 0.1% of its overall portfolio holdings.
Number of Shares
31,701
Previous 33,130
4.31%
Holding current value
$715,491
Previous $1.46 Million
0.14%
% of portfolio
0.1%
Previous 0.11%
Shares
6 transactions
Others Institutions Holding SCHI
# of Institutions
195Shares Held
136MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA120MShares$2.7 Billion1.02% of portfolio
-
River Front Investment Group, LLC Richmond, VA3.95MShares$89.2 Million4.73% of portfolio
-
Envestnet Asset Management Inc3.69MShares$83.2 Million0.06% of portfolio
-
Raymond James & Associates St Petersburg, FL1.12MShares$25.4 Million0.03% of portfolio
-
Royal Bank Of Canada Toronto, A6594KShares$13.4 Million0.01% of portfolio