Fonville Wealth Management LLC Schwab Strategic Tr Intl Small Transaction History
Fonville Wealth Management LLC
- $303 Billion
- Q4 2024
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 36,826 shares of SCHC stock, worth $1.33 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
36,826
Previous 35,027
5.14%
Holding current value
$1.33 Million
Previous $1.35 Billion
6.32%
% of portfolio
0.42%
Previous 0.47%
Shares
5 transactions
Others Institutions Holding SCHC
# of Institutions
450Shares Held
52.7MCall Options Held
0Put Options Held
0-
Brooklyn Fi, LLC New York, NY6.06MShares$220 Million1.14% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA4.98MShares$180 Million0.12% of portfolio
-
Savant Capital, LLC2.85MShares$103 Million0.8% of portfolio
-
Tiaa, Fsb St. Louis, MO1.68MShares$60.8 Million0.21% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA1.66MShares$60.3 Million2.46% of portfolio