David Wealth Management LLC Schwab Strategic Tr Intl Eqty Transaction History
David Wealth Management LLC
- $134 Billion
- Q2 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 35,390 shares of SCHF stock, worth $835,557. This represents 0.58% of its overall portfolio holdings.
Number of Shares
35,390
Previous 25,502
38.77%
Holding current value
$835,557
Previous $504 Million
55.05%
% of portfolio
0.58%
Previous 0.42%
Shares
3 transactions
Others Institutions Holding SCHF
# of Institutions
1,486Shares Held
1.54BCall Options Held
39.6KPut Options Held
0-
Northwestern Mutual Wealth Management CO332MShares$7.83 Billion5.41% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO184MShares$4.34 Billion12.25% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA160MShares$3.78 Billion7.08% of portfolio
-
Wealthfront Advisers LLC110MShares$2.59 Billion6.35% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.68 Billion11.16% of portfolio