Fonville Wealth Management LLC Schwab Strategic Tr Intl Eqty Transaction History
Fonville Wealth Management LLC
- $252 Billion
- Q2 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 27,192 shares of SCHF stock, worth $1.09 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
27,192
Previous 27,566
1.36%
Holding current value
$1.09 Million
Previous $1.08 Billion
2.01%
% of portfolio
0.42%
Previous 0.48%
Shares
3 transactions
Others Institutions Holding SCHF
# of Institutions
1,193Shares Held
858MCall Options Held
38.3KPut Options Held
600-
Northwestern Mutual Wealth Management CO147MShares$5.9 Billion5.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA118MShares$4.75 Billion0.87% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO80MShares$3.22 Billion11.44% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA78MShares$3.14 Billion6.68% of portfolio
-
Personal Capital Advisors Corp71.3MShares$2.87 Billion11.16% of portfolio