Fonville Wealth Management LLC Schwab Strategic Tr Intl Eqty Transaction History
Fonville Wealth Management LLC
- $303 Billion
- Q4 2024
A detailed history of Fonville Wealth Management LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Fonville Wealth Management LLC holds 53,045 shares of SCHF stock, worth $1.04 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
53,045
Previous 26,883
97.32%
Holding current value
$1.04 Million
Previous $1.11 Billion
11.23%
% of portfolio
0.32%
Previous 0.38%
Shares
5 transactions
Others Institutions Holding SCHF
# of Institutions
1,311Shares Held
1.01BCall Options Held
80.7KPut Options Held
8.3K-
Empower Advisory Group, LLC Greenwood Village, CO181MShares$3.55 Billion11.33% of portfolio
-
Northwestern Mutual Wealth Management CO155MShares$3.03 Billion5.68% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA81.1MShares$1.59 Billion6.84% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.4 Billion11.16% of portfolio
-
Wealthfront Advisers LLC50.6MShares$993 Million6.47% of portfolio