Wt Wealth Management Schwab Strategic Tr 5 10 Yr C Transaction History
Wt Wealth Management
- $328 Million
- Q2 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 338,085 shares of SCHI stock, worth $7.8 Million. This represents 2.35% of its overall portfolio holdings.
Number of Shares
338,085
Previous 348,195
2.9%
Holding current value
$7.8 Million
Previous $7.82 Million
1.61%
% of portfolio
2.35%
Previous 2.6%
Shares
4 transactions
Others Institutions Holding SCHI
# of Institutions
246Shares Held
50.3MCall Options Held
0Put Options Held
0-
River Front Investment Group, LLC Richmond, VA8.37MShares$193 Million3.89% of portfolio
-
Envestnet Asset Management Inc7.34MShares$169 Million0.05% of portfolio
-
Captrust Financial Advisors Raleigh, NC7.24MShares$167 Million0.38% of portfolio
-
Campbell Wealth Management5.68MShares$131 Million11.29% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.48MShares$57.2 Million0.02% of portfolio