Clear Perspectives Financial Planning, LLC Schwab Strategic Tr Intl Eqty Transaction History
Clear Perspectives Financial Planning, LLC
- $178 Million
- Q1 2023
A detailed history of Clear Perspectives Financial Planning, LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 920 shares of SCHF stock, worth $22,015. This represents 0.02% of its overall portfolio holdings.
Number of Shares
920
Previous 920
-0.0%
Holding current value
$22,015
Previous $29,000
10.34%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding SCHF
# of Institutions
1,546Shares Held
1.5BCall Options Held
154KPut Options Held
0-
Northwestern Mutual Wealth Management CO286MShares$6.83 Billion4.51% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO186MShares$4.46 Billion12.09% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA157MShares$3.76 Billion7.01% of portfolio
-
Wealthfront Advisers LLC110MShares$2.63 Billion6.16% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.71 Billion11.16% of portfolio