Momentous Wealth Management, Inc. Schwab Strategic Tr Intl Eqty Transaction History
Momentous Wealth Management, Inc.
- $141 Billion
- Q1 2025
A detailed history of Momentous Wealth Management, Inc. transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Momentous Wealth Management, Inc. holds 645,396 shares of SCHF stock, worth $13.3 Million. This represents 9.04% of its overall portfolio holdings.
Number of Shares
645,396
Previous 631,176
2.25%
Holding current value
$13.3 Million
Previous $11.7 Billion
9.33%
% of portfolio
9.04%
Previous 9.68%
Shares
2 transactions
Others Institutions Holding SCHF
# of Institutions
1,400Shares Held
1.5BCall Options Held
38.7KPut Options Held
12.1K-
Northwestern Mutual Wealth Management CO335MShares$6.89 Billion5.26% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO181MShares$3.72 Billion11.33% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA172MShares$3.54 Billion6.73% of portfolio
-
Wealthfront Advisers LLC105MShares$2.15 Billion5.93% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.47 Billion11.16% of portfolio