Phillips Financial Management, LLC Schwab Strategic Tr Intl Eqty Transaction History
Phillips Financial Management, LLC
- $1.45 Billion
- Q3 2025
A detailed history of Phillips Financial Management, LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Phillips Financial Management, LLC holds 4,546 shares of SCHF stock, worth $108,785. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,546
Previous 5,362
15.22%
Holding current value
$108,785
Previous $118,000
11.02%
% of portfolio
0.01%
Previous 0.01%
Shares
10 transactions
Others Institutions Holding SCHF
# of Institutions
1,544Shares 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