Schwallier Wealth Management LLC Schwab Strategic Tr Intl Eqty Transaction History
Schwallier Wealth Management LLC
- $160 Billion
- Q3 2025
A detailed history of Schwallier Wealth Management LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 275,535 shares of SCHF stock, worth $6.59 Million. This represents 4.0% of its overall portfolio holdings.
Number of Shares
275,535
Previous 288,414
4.47%
Holding current value
$6.59 Million
Previous $6.37 Billion
0.64%
% of portfolio
4.0%
Previous 3.9%
Shares
8 transactions
Others Institutions Holding SCHF
# of Institutions
1,544Shares Held
1.5BCall Options Held
154KPut Options Held
0-
Northwestern Mutual Wealth Management CO286MShares$6.83 Billion4.51% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO186MShares$4.46 Billion12.09% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA157MShares$3.76 Billion7.01% of portfolio
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Wealthfront Advisers LLC110MShares$2.63 Billion6.16% of portfolio
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Personal Capital Advisors Corp71.3MShares$1.71 Billion11.16% of portfolio