Truadvice, LLC Schwab Strategic Tr 5 10 Yr C Transaction History
Truadvice, LLC
- $229 Million
- Q3 2023
A detailed history of Truadvice, LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Truadvice, LLC holds 5,343 shares of SCHI stock, worth $118,721. This represents 0.1% of its overall portfolio holdings.
Number of Shares
5,343
Previous 4,862
9.89%
Holding current value
$118,721
Previous $214,000
5.14%
% of portfolio
0.1%
Previous 0.08%
Shares
5 transactions
Others Institutions Holding SCHI
# of Institutions
207Shares Held
22.7MCall Options Held
0Put Options Held
0-
Campbell Wealth Management5.68MShares$126 Million11.29% of portfolio
-
River Front Investment Group, LLC Richmond, VA4.16MShares$92.5 Million4.63% of portfolio
-
Envestnet Asset Management Inc3.73MShares$83 Million0.06% of portfolio
-
Raymond James & Associates St Petersburg, FL1.12MShares$25 Million0.03% of portfolio
-
San Luis Wealth Advisors LLC San Luis Obispo, CA1.04MShares$23.2 Million4.36% of portfolio