Waterford Advisors, LLC Schwab Strategic Tr Intl Eqty Transaction History
Waterford Advisors, LLC
- $239 Million
- Q2 2024
A detailed history of Waterford Advisors, LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Waterford Advisors, LLC holds 131,486 shares of SCHF stock, worth $2.57 Million. This represents 2.12% of its overall portfolio holdings.
Number of Shares
131,486
Previous 131,546
0.05%
Holding current value
$2.57 Million
Previous $5.13 Million
1.58%
% of portfolio
2.12%
Previous 2.18%
Shares
6 transactions
Others Institutions Holding SCHF
# of Institutions
1,234Shares Held
871MCall Options Held
38.3KPut Options Held
600-
Northwestern Mutual Wealth Management CO147MShares$2.87 Billion5.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA118MShares$2.31 Billion0.87% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO82.7MShares$1.62 Billion11.54% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA78MShares$1.53 Billion6.68% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.4 Billion11.16% of portfolio