Blue Zone Wealth Advisors, LLC Schwab Strategic Tr Intl Eqty Transaction History
Blue Zone Wealth Advisors, LLC
- $318 Million
- Q4 2024
A detailed history of Blue Zone Wealth Advisors, LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Blue Zone Wealth Advisors, LLC holds 10,308 shares of SCHF stock, worth $201,109. This represents 0.06% of its overall portfolio holdings.
Number of Shares
10,308
Previous 5,154
100.0%
Holding current value
$201,109
Previous $211,000
9.95%
% of portfolio
0.06%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding SCHF
# of Institutions
1,306Shares Held
1BCall Options Held
80.7KPut Options Held
8.3K-
Empower Advisory Group, LLC Greenwood Village, CO181MShares$3.53 Billion11.33% of portfolio
-
Northwestern Mutual Wealth Management CO155MShares$3.02 Billion5.68% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA81.1MShares$1.58 Billion6.84% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.39 Billion11.16% of portfolio
-
Wealthfront Advisers LLC50.6MShares$988 Million6.47% of portfolio