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 $9.92 Million. This represents 5.27% of its overall portfolio holdings.
Number of Shares
446,021Holding current value
$9.92 Million% of portfolio
5.27%Shares
1 transactions
Others Institutions Holding SCHI
# of Institutions
204Shares Held
22.1MCall Options Held
0Put Options Held
0-
River Front Investment Group, LLC Richmond, VA4.16MShares$92.6 Million4.63% of portfolio
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Envestnet Asset Management Inc3.73MShares$83 Million0.06% of portfolio
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Campbell Wealth Management2.21MShares$49.2 Million9.1% of portfolio
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Raymond James & Associates St Petersburg, FL1.12MShares$25 Million0.03% of portfolio
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San Luis Wealth Advisors LLC San Luis Obispo, CA1.04MShares$23.2 Million4.36% of portfolio