Carolina Wealth Advisors, LLC Schwab Strategic Tr Intl Eqty Transaction History
Carolina Wealth Advisors, LLC
- $179 Million
- Q4 2024
A detailed history of Carolina Wealth Advisors, LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Carolina Wealth Advisors, LLC holds 157,030 shares of SCHF stock, worth $3.13 Million. This represents 1.62% of its overall portfolio holdings.
Number of Shares
157,030
Previous 80,664
94.67%
Holding current value
$3.13 Million
Previous $3.32 Million
12.39%
% of portfolio
1.62%
Previous 1.75%
Shares
21 transactions
Others Institutions Holding SCHF
# of Institutions
1,379Shares Held
1.4BCall Options Held
38.7KPut Options Held
12.1K-
Northwestern Mutual Wealth Management CO335MShares$6.69 Billion5.26% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO181MShares$3.61 Billion11.33% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA172MShares$3.44 Billion6.73% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.42 Billion11.16% of portfolio
-
Creative Planning Overland Park, KS41.7MShares$833 Million0.75% of portfolio