Wt Wealth Management Schwab Strategic Tr 5 10 Yr C Transaction History
Wt Wealth Management
- $391 Million
- Q3 2024
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 446,021 shares of SCHI stock, worth $10.1 Million. This represents 5.27% of its overall portfolio holdings.
Number of Shares
446,021Holding current value
$10.1 Million% of portfolio
5.27%Shares
1 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
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River Front Investment Group, LLC Richmond, VA3.95MShares$89.2 Million4.73% of portfolio
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Envestnet Asset Management Inc3.69MShares$83.2 Million0.06% of portfolio
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Raymond James & Associates St Petersburg, FL1.12MShares$25.4 Million0.03% of portfolio
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Royal Bank Of Canada Toronto, A6594KShares$13.4 Million0.01% of portfolio