Sheets Smith Wealth Management Schwab Strategic Tr Intl Eqty Transaction History
Sheets Smith Wealth Management
- $802 Million
- Q4 2024
A detailed history of Sheets Smith Wealth Management transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Sheets Smith Wealth Management holds 125,370 shares of SCHF stock, worth $2.5 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
125,370
Previous 63,066
98.79%
Holding current value
$2.5 Million
Previous $2.59 Million
10.57%
% of portfolio
0.29%
Previous 0.32%
Shares
31 transactions
Others Institutions Holding SCHF
# of Institutions
1,383Shares Held
1.5BCall Options Held
38.7KPut Options Held
12.1K-
Northwestern Mutual Wealth Management CO335MShares$6.69 Billion5.26% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO181MShares$3.61 Billion11.33% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA172MShares$3.44 Billion6.73% of portfolio
-
Wealthfront Advisers LLC107MShares$2.14 Billion5.84% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.42 Billion11.16% of portfolio