Wr Wealth Planners, LLC Schwab Strategic Tr Intl Eqty Transaction History

Wr Wealth Planners, LLC

$318 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Aug 01, 2024	SELL	$33.82 - $36.71 $8,049 - $8,736	-238 Closed	0 $0
Q2 2023 Aug 01, 2024	BUY	$34.48 - $36.54 $8,206 - $8,696	238 New	238 $8.47 Million

Others Institutions Holding SCHF

# of Institutions

1,193

Shares Held

858M

Call Options Held

38.3K

Put Options Held

600

Northwestern Mutual Wealth Management CO

147M
Shares

$5.9 Billion
5.57% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

118M
Shares

$4.75 Billion
0.87% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

80M
Shares

$3.22 Billion
11.44% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

78M
Shares

$3.14 Billion
6.68% of portfolio
Personal Capital Advisors Corp

71.3M
Shares

$2.87 Billion
11.16% of portfolio

About SCHWAB STRATEGIC TR INTL EQTY

Ticker SCHF
Sector ETFs
Industry ETFs

More about SCHF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.