Jfg Wealth Management, LLC Schwab Strategic Tr Intl Small Transaction History
Jfg Wealth Management, LLC
- $351 Million
- Q2 2024
A detailed history of Jfg Wealth Management, LLC transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Jfg Wealth Management, LLC holds 400,008 shares of SCHC stock, worth $14.8 Million. This represents 4.06% of its overall portfolio holdings.
Number of Shares
400,008
Previous 343,755
16.36%
Holding current value
$14.8 Million
Previous $12.3 Million
15.65%
% of portfolio
4.06%
Previous 3.3%
Shares
17 transactions
Others Institutions Holding SCHC
# of Institutions
414Shares Held
87.3MCall 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$165 Million0.11% of portfolio
-
Savant Capital, LLC3.5MShares$129 Million1.22% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.35MShares$86.5 Million0.26% of portfolio
-
Envestnet Asset Management Inc1.72MShares$63.6 Million0.02% of portfolio