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 $205,747. This represents 0.06% of its overall portfolio holdings.
Number of Shares
10,308
Previous 5,154
100.0%
Holding current value
$205,747
Previous $211,000
9.95%
% of portfolio
0.06%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding SCHF
# of Institutions
1,359Shares Held
1.4BCall Options Held
44.2KPut Options Held
8.3K-
Northwestern Mutual Wealth Management CO335MShares$6.69 Billion5.26% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO181MShares$3.61 Billion11.33% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA172MShares$3.44 Billion6.73% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.42 Billion11.16% of portfolio
-
Creative Planning Overland Park, KS41.7MShares$833 Million0.75% of portfolio