Modern Wealth Management, LLC Schwab Strategic Tr Intl Small Transaction History
Modern Wealth Management, LLC
- $5.05 Trillion
- Q3 2025
A detailed history of Modern Wealth Management, LLC transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Modern Wealth Management, LLC holds 91,643 shares of SCHC stock, worth $4.13 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
91,643Holding current value
$4.13 Million% of portfolio
0.08%Shares
1 transactions
Others Institutions Holding SCHC
# of Institutions
513Shares Held
45.3MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC3.63MShares$163 Million0.41% of portfolio
-
Savant Capital, LLC2.4MShares$108 Million0.61% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA1.92MShares$86.3 Million3.01% of portfolio
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Tiaa, Fsb St. Louis, MO1.68MShares$75.6 Million0.21% of portfolio
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Mc Adam, LLC1.45MShares$65.2 Million3.31% of portfolio