Forza Wealth Management, LLC Schwab Strategic Tr Intl Eqty Transaction History
Forza Wealth Management, LLC
- $219 Billion
- Q4 2024
A detailed history of Forza Wealth Management, LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Forza Wealth Management, LLC holds 11,126 shares of SCHF stock, worth $220,962. This represents 0.09% of its overall portfolio holdings.
Number of Shares
11,126
Previous 5,563
100.0%
Holding current value
$220,962
Previous $229 Million
10.02%
% of portfolio
0.09%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding SCHF
# of Institutions
1,369Shares Held
1.41BCall Options Held
38.7KPut Options Held
12.1K-
Northwestern Mutual Wealth Management CO335MShares$6.65 Billion5.26% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO181MShares$3.6 Billion11.33% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA172MShares$3.42 Billion6.73% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.42 Billion11.16% of portfolio
-
Creative Planning Overland Park, KS41.7MShares$829 Million0.75% of portfolio