Fonville Wealth Management LLC Schwab Strategic Tr Intl Small Transaction History
Fonville Wealth Management LLC
- $489 Billion
- Q4 2025
A detailed history of Fonville Wealth Management LLC transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Fonville Wealth Management LLC holds 35,398 shares of SCHC stock, worth $1.59 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
35,398
Previous 35,725
0.92%
Holding current value
$1.59 Million
Previous $1.63 Billion
0.87%
% of portfolio
0.33%
Previous 0.37%
Shares
9 transactions
Others Institutions Holding SCHC
# of Institutions
518Shares Held
45.1MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC3.63MShares$163 Million0.41% of portfolio
-
Savant Capital, LLC2.4MShares$108 Million0.61% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA1.92MShares$86.3 Million3.01% of portfolio
-
Tiaa, Fsb St. Louis, MO1.68MShares$75.6 Million0.21% of portfolio
-
Mc Adam, LLC1.45MShares$65.2 Million3.31% of portfolio