Fsm Wealth Advisors, LLC Schwab Strategic Tr Intl Eqty Transaction History
Fsm Wealth Advisors, LLC
- $405 Million
- Q4 2024
A detailed history of Fsm Wealth Advisors, LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 589,071 shares of SCHF stock, worth $11.7 Million. This represents 2.69% of its overall portfolio holdings.
Number of Shares
589,071
Previous 232,964
152.86%
Holding current value
$11.7 Million
Previous $9.58 Million
13.76%
% of portfolio
2.69%
Previous 2.54%
Shares
11 transactions
Others Institutions Holding SCHF
# of Institutions
1,373Shares Held
1.39BCall Options Held
38.7KPut Options Held
12.1K-
Northwestern Mutual Wealth Management CO335MShares$6.63 Billion5.26% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO181MShares$3.58 Billion11.33% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA172MShares$3.41 Billion6.73% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.41 Billion11.16% of portfolio
-
Creative Planning Overland Park, KS41.7MShares$826 Million0.75% of portfolio