David Wealth Management LLC Schwab Strategic Tr Intl Eqty Transaction History
David Wealth Management LLC
- $120 Billion
- Q1 2025
A detailed history of David Wealth Management LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, David Wealth Management LLC holds 25,502 shares of SCHF stock, worth $524,066. This represents 0.42% of its overall portfolio holdings.
Number of Shares
25,502
Previous 25,905
1.56%
Holding current value
$524,066
Previous $479 Million
5.25%
% of portfolio
0.42%
Previous 0.4%
Shares
2 transactions
Others Institutions Holding SCHF
# of Institutions
1,394Shares Held
1.51BCall Options Held
38.7KPut Options Held
12.1K-
Northwestern Mutual Wealth Management CO335MShares$6.89 Billion5.26% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO181MShares$3.72 Billion11.33% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA172MShares$3.54 Billion6.73% of portfolio
-
Wealthfront Advisers LLC105MShares$2.15 Billion5.93% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.47 Billion11.16% of portfolio