Forza Wealth Management, LLC Schwab Strategic Tr Intl Eqty Transaction History
Forza Wealth Management, LLC
- $219 Billion
- Q4 2024
A detailed history of Forza Wealth Management, LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Forza Wealth Management, LLC holds 11,126 shares of SCHF stock, worth $214,954. This represents 0.09% of its overall portfolio holdings.
Number of Shares
11,126
Previous 5,563
100.0%
Holding current value
$214,954
Previous $229 Million
10.02%
% of portfolio
0.09%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding SCHF
# of Institutions
1,296Shares Held
962MCall Options Held
80.7KPut Options Held
8.3K-
Empower Advisory Group, LLC Greenwood Village, CO181MShares$3.5 Billion11.33% of portfolio
-
Northwestern Mutual Wealth Management CO155MShares$2.99 Billion5.68% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA81.1MShares$1.57 Billion6.84% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.38 Billion11.16% of portfolio
-
Wealthfront Advisers LLC50.6MShares$978 Million6.47% of portfolio