Wt Wealth Management Schwab Strategic Tr 5 10 Yr C Transaction History
Wt Wealth Management
- $300 Million
- Q1 2025
A detailed history of Wt Wealth Management transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Wt Wealth Management holds 348,195 shares of SCHI stock, worth $7.92 Million. This represents 2.6% of its overall portfolio holdings.
Number of Shares
348,195
Previous 448,013
22.28%
Holding current value
$7.92 Million
Previous $9.89 Million
20.91%
% of portfolio
2.6%
Previous 3.2%
Shares
3 transactions
Others Institutions Holding SCHI
# of Institutions
241Shares Held
48.8MCall Options Held
0Put Options Held
0-
River Front Investment Group, LLC Richmond, VA8.45MShares$192 Million4.35% of portfolio
-
Envestnet Asset Management Inc7.34MShares$167 Million0.05% of portfolio
-
Captrust Financial Advisors Raleigh, NC6.33MShares$144 Million0.37% of portfolio
-
Campbell Wealth Management5.68MShares$129 Million11.29% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.39MShares$54.3 Million0.02% of portfolio