Consilium Wealth Advisory, LLC Schwab Strategic Tr Intl Eqty Transaction History
Consilium Wealth Advisory, LLC
- $182 Million
- Q2 2024
A detailed history of Consilium Wealth Advisory, LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Consilium Wealth Advisory, LLC holds 13,074 shares of SCHF stock, worth $522,175. This represents 0.28% of its overall portfolio holdings.
Number of Shares
13,074
Previous 13,074
-0.0%
Holding current value
$522,175
Previous $510,000
1.57%
% of portfolio
0.28%
Previous 0.29%
Shares
8 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