Holistic Planning, LLC Schwab Strategic Tr Intl Eqty Transaction History
Holistic Planning, LLC
- $130 Billion
- Q2 2024
A detailed history of Holistic Planning, LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Holistic Planning, LLC holds 7,733 shares of SCHF stock, worth $314,346. This represents 0.23% of its overall portfolio holdings.
Number of Shares
7,733
Previous 7,733
-0.0%
Holding current value
$314,346
Previous $302 Million
-0.0%
% of portfolio
0.23%
Previous 0.23%
Shares
2 transactions
Others Institutions Holding SCHF
# of Institutions
1,200Shares Held
859MCall Options Held
38.3KPut Options Held
600-
Northwestern Mutual Wealth Management CO147MShares$5.96 Billion5.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA118MShares$4.8 Billion0.87% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO80MShares$3.25 Billion11.44% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA78MShares$3.17 Billion6.68% of portfolio
-
Personal Capital Advisors Corp71.3MShares$2.9 Billion11.16% of portfolio