Summit Wealth & Retirement Planning, Inc. Schwab Strategic Tr Intl Eqty Transaction History
Summit Wealth & Retirement Planning, Inc.
- $300 Million
- Q3 2024
A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 571,495 shares of SCHF stock, worth $10.6 Million. This represents 7.84% of its overall portfolio holdings.
Number of Shares
571,495
Previous 553,244
3.3%
Holding current value
$10.6 Million
Previous $21.3 Million
10.56%
% of portfolio
7.84%
Previous 7.56%
Shares
24 transactions
Others Institutions Holding SCHF
# of Institutions
1,273Shares Held
774MCall Options Held
80.7KPut Options Held
8.3K-
Northwestern Mutual Wealth Management CO155MShares$2.87 Billion5.68% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO82.7MShares$1.53 Billion11.54% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA81.1MShares$1.5 Billion6.84% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.32 Billion11.16% of portfolio
-
Wealthfront Advisers LLC50.6MShares$939 Million6.47% of portfolio