Perigon Wealth Management, LLC Schwab Strategic Tr Intl Small Transaction History
Perigon Wealth Management, LLC
- $3.67 Billion
- Q3 2024
A detailed history of Perigon Wealth Management, LLC transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 127,593 shares of SCHC stock, worth $4.39 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
127,593
Previous 121,877
4.69%
Holding current value
$4.39 Million
Previous $4.34 Million
13.38%
% of portfolio
0.13%
Previous 0.13%
Shares
27 transactions
Others Institutions Holding SCHC
# of Institutions
423Shares Held
45.7MCall Options Held
0Put Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA4.71MShares$162 Million0.12% of portfolio
-
Savant Capital, LLC3.18MShares$109 Million1.04% of portfolio
-
Tiaa, Fsb St. Louis, MO1.68MShares$57.7 Million0.21% of portfolio
-
State Street Corp Boston, MA1.53MShares$52.6 Million0.0% of portfolio
-
Tiaa Trust, National Association Charlotte, NC1.53MShares$52.6 Million0.18% of portfolio