Integris Wealth Management, LLC Schwab Strategic Tr Intl Small Transaction History
Integris Wealth Management, LLC
- $346 Billion
- Q2 2024
A detailed history of Integris Wealth Management, LLC transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Integris Wealth Management, LLC holds 42,427 shares of SCHC stock, worth $1.62 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
42,427
Previous 42,828
0.94%
Holding current value
$1.62 Million
Previous $1.53 Billion
1.55%
% of portfolio
0.44%
Previous 0.42%
Shares
7 transactions
Others Institutions Holding SCHC
# of Institutions
411Shares Held
88MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA39.7MShares$1.51 Billion0.27% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA4.47MShares$171 Million0.11% of portfolio
-
Savant Capital, LLC3.5MShares$133 Million1.22% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.35MShares$89.5 Million0.26% of portfolio
-
Envestnet Asset Management Inc1.72MShares$65.8 Million0.02% of portfolio