Modern Wealth Management, LLC Schwab Strategic Tr Intl Eqty Transaction History
Modern Wealth Management, LLC
- $3.04 Billion
- Q1 2025
A detailed history of Modern Wealth Management, LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Modern Wealth Management, LLC holds 249,511 shares of SCHF stock, worth $5.38 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
249,511
Previous 247,789
0.69%
Holding current value
$5.38 Million
Previous $4.9 Billion
99.9%
% of portfolio
0.16%
Previous 0.16%
Shares
2 transactions
Others Institutions Holding SCHF
# of Institutions
1,412Shares Held
1.54BCall Options Held
52.9KPut Options Held
3.9K-
Northwestern Mutual Wealth Management CO348MShares$7.51 Billion5.68% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO185MShares$3.99 Billion12.0% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA170MShares$3.67 Billion7.25% of portfolio
-
Wealthfront Advisers LLC105MShares$2.26 Billion5.93% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.54 Billion11.16% of portfolio