Integris Wealth Management, LLC Schwab Strategic Tr Intl Small Transaction History
Integris Wealth Management, LLC
- $383 Billion
- Q2 2025
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 40,909 shares of SCHC stock, worth $1.79 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
40,909
Previous 41,593
1.64%
Holding current value
$1.79 Million
Previous $1.49 Billion
16.75%
% of portfolio
0.45%
Previous 0.43%
Shares
11 transactions
Others Institutions Holding SCHC
# of Institutions
482Shares Held
44MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC3.42MShares$150 Million0.38% of portfolio
-
Savant Capital, LLC2.33MShares$102 Million0.65% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA1.79MShares$78.5 Million2.75% of portfolio
-
Tiaa, Fsb St. Louis, MO1.68MShares$73.4 Million0.21% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA1.51MShares$66 Million0.04% of portfolio