Sax Wealth Advisors, LLC Schwab Strategic Tr Intl Eqty Transaction History
Sax Wealth Advisors, LLC
- $2.07 Billion
- Q4 2025
A detailed history of Sax Wealth Advisors, LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 14,206 shares of SCHF stock, worth $339,949. This represents 0.02% of its overall portfolio holdings.
Number of Shares
14,206
Previous 14,116
0.64%
Holding current value
$339,949
Previous $328,000
3.35%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding SCHF
# of Institutions
1,555Shares 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