Falcon Wealth Planning Schwab Strategic Tr Intl Small Transaction History
Falcon Wealth Planning
- $798 Million
- Q3 2024
A detailed history of Falcon Wealth Planning transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Falcon Wealth Planning holds 35,854 shares of SCHC stock, worth $1.32 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
35,854
Previous 56,464
36.5%
Holding current value
$1.32 Million
Previous $2.01 Million
31.23%
% of portfolio
0.17%
Previous 0.26%
Shares
16 transactions
Others Institutions Holding SCHC
# of Institutions
413Shares Held
87.1MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA39.7MShares$1.46 Billion0.27% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA4.47MShares$164 Million0.11% of portfolio
-
Savant Capital, LLC3.5MShares$128 Million1.22% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.35MShares$86.2 Million0.26% of portfolio
-
Envestnet Asset Management Inc1.72MShares$63.3 Million0.02% of portfolio