Family Wealth Group, LLC Schwab Strategic Tr Intl Eqty Transaction History
Family Wealth Group, LLC
- $92.4 Million
- Q2 2024
A detailed history of Family Wealth Group, LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Family Wealth Group, LLC holds 5,347 shares of SCHF stock, worth $209,602. This represents 0.22% of its overall portfolio holdings.
Number of Shares
5,347
Previous 8,185
34.67%
Holding current value
$209,602
Previous $319,000
35.74%
% of portfolio
0.22%
Previous 0.37%
Shares
3 transactions
Others Institutions Holding SCHF
# of Institutions
1,192Shares Held
858MCall Options Held
38.3KPut Options Held
600-
Northwestern Mutual Wealth Management CO147MShares$5.75 Billion5.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA118MShares$4.63 Billion0.87% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO80MShares$3.13 Billion11.44% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA78MShares$3.06 Billion6.68% of portfolio
-
Personal Capital Advisors Corp71.3MShares$2.8 Billion11.16% of portfolio