Fonville Wealth Management LLC Schwab Strategic Tr Intl Small Transaction History
Fonville Wealth Management LLC
- $303 Billion
- Q4 2024
A detailed history of Fonville Wealth Management LLC transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Fonville Wealth Management LLC holds 36,826 shares of SCHC stock, worth $1.31 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
36,826
Previous 35,027
5.14%
Holding current value
$1.31 Million
Previous $1.35 Billion
6.32%
% of portfolio
0.42%
Previous 0.47%
Shares
5 transactions
Others Institutions Holding SCHC
# of Institutions
433Shares Held
46.6MCall Options Held
0Put Options Held
0-
Brooklyn Fi, LLC New York, NY6.06MShares$216 Million1.14% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA4.98MShares$178 Million0.12% of portfolio
-
Savant Capital, LLC2.85MShares$102 Million0.8% of portfolio
-
Tiaa, Fsb St. Louis, MO1.68MShares$59.9 Million0.21% of portfolio
-
State Street Corp Boston, MA1.53MShares$54.6 Million0.0% of portfolio