Kozak & Associates, Inc. Schwab Strategic Tr Intl Eqty Transaction History
Kozak & Associates, Inc.
- $500 Million
- Q4 2025
A detailed history of Kozak & Associates, Inc. transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Kozak & Associates, Inc. holds 1,340 shares of SCHF stock, worth $32,066. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,340
Previous 1,303
2.84%
Holding current value
$32,066
Previous $30,000
6.67%
% of portfolio
0.01%
Previous 0.01%
Shares
10 transactions
Others Institutions Holding SCHF
# of Institutions
1,564Shares Held
1.5BCall 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
-
Financial Engines Advisors L.L.C. Santa Clara, CA157MShares$3.76 Billion7.01% of portfolio
-
Wealthfront Advisers LLC110MShares$2.63 Billion6.16% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.71 Billion11.16% of portfolio