Rockbridge Investment Management, Lcc Schwab Strategic Tr Intl Eqty Transaction History
Rockbridge Investment Management, Lcc
- $780 Billion
- Q4 2024
A detailed history of Rockbridge Investment Management, Lcc transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Rockbridge Investment Management, Lcc holds 297,123 shares of SCHF stock, worth $5.94 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
297,123
Previous 150,128
97.91%
Holding current value
$5.94 Million
Previous $6.17 Billion
10.96%
% of portfolio
0.7%
Previous 0.8%
Shares
19 transactions
Others Institutions Holding SCHF
# of Institutions
1,371Shares Held
1.42BCall Options Held
38.7KPut Options Held
12.1K-
Northwestern Mutual Wealth Management CO335MShares$6.7 Billion5.26% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO181MShares$3.62 Billion11.33% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA172MShares$3.45 Billion6.73% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.43 Billion11.16% of portfolio
-
Creative Planning Overland Park, KS41.7MShares$834 Million0.75% of portfolio