Private Wealth Management Group, LLC Schwab Strategic Tr Intl Small Transaction History
Private Wealth Management Group, LLC
- $363 Billion
- Q3 2025
A detailed history of Private Wealth Management Group, LLC transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 11,704 shares of SCHC stock, worth $527,148. This represents 0.15% of its overall portfolio holdings.
Number of Shares
11,704
Previous 11,779
0.64%
Holding current value
$527,148
Previous $502 Million
6.18%
% of portfolio
0.15%
Previous 0.17%
Shares
7 transactions
Others Institutions Holding SCHC
# of Institutions
511Shares Held
45MCall 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