Castle Wealth Management LLC Schwab Strategic Tr Intl Eqty Transaction History
Castle Wealth Management LLC
- $214 Million
- Q3 2025
A detailed history of Castle Wealth Management LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Castle Wealth Management LLC holds 18,982 shares of SCHF stock, worth $454,239. This represents 0.21% of its overall portfolio holdings.
Number of Shares
18,982
Previous 19,412
2.22%
Holding current value
$454,239
Previous $429,000
2.8%
% of portfolio
0.21%
Previous 0.22%
Shares
12 transactions
Others Institutions Holding SCHF
# of Institutions
1,550Shares 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
-
Financial Engines Advisors L.L.C. Santa Clara, CA157MShares$3.76 Billion7.01% of portfolio
-
Wealthfront Advisers LLC110MShares$2.63 Billion6.16% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.71 Billion11.16% of portfolio