Ballast Advisors LLC Schwab Strategic Tr Intl Eqty Transaction History
Ballast Advisors LLC
- $314 Million
- Q2 2024
A detailed history of Ballast Advisors LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Ballast Advisors LLC holds 671,975 shares of SCHF stock, worth $26.8 Million. This represents 8.22% of its overall portfolio holdings.
Number of Shares
671,975
Previous 656,905
2.29%
Holding current value
$26.8 Million
Previous $25.6 Million
0.72%
% of portfolio
8.22%
Previous 8.67%
Shares
19 transactions
Others Institutions Holding SCHF
# of Institutions
1,192Shares Held
858MCall Options Held
38.3KPut Options Held
600-
Northwestern Mutual Wealth Management CO147MShares$5.86 Billion5.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA118MShares$4.71 Billion0.87% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO80MShares$3.19 Billion11.44% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA78MShares$3.11 Billion6.68% of portfolio
-
Personal Capital Advisors Corp71.3MShares$2.85 Billion11.16% of portfolio