Investment Planning Advisors, Inc. Schwab Strategic Tr Intl Eqty Transaction History
Investment Planning Advisors, Inc.
- $286 Million
- Q4 2025
A detailed history of Investment Planning Advisors, Inc. transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 318,498 shares of SCHF stock, worth $7.62 Million. This represents 2.67% of its overall portfolio holdings.
Number of Shares
318,498
Previous 283,565
12.32%
Holding current value
$7.62 Million
Previous $6.6 Million
15.45%
% of portfolio
2.67%
Previous 2.42%
Shares
2 transactions
Others Institutions Holding SCHF
# of Institutions
1,575Shares Held
1.51BCall 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
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Financial Engines Advisors L.L.C. Santa Clara, CA157MShares$3.76 Billion7.01% of portfolio
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Wealthfront Advisers LLC110MShares$2.63 Billion6.16% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.71 Billion11.16% of portfolio