Evermay Wealth Management LLC Schwab Strategic Tr Intl Eqty Transaction History
Evermay Wealth Management LLC
- $654 Million
- Q4 2024
A detailed history of Evermay Wealth Management LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Evermay Wealth Management LLC holds 67,533 shares of SCHF stock, worth $1.34 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
67,533
Previous 35,307
91.27%
Holding current value
$1.34 Million
Previous $1.45 Million
13.92%
% of portfolio
0.19%
Previous 0.23%
Shares
14 transactions
Others Institutions Holding SCHF
# of Institutions
1,373Shares Held
1.39BCall Options Held
38.7KPut Options Held
12.1K-
Northwestern Mutual Wealth Management CO335MShares$6.63 Billion5.26% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO181MShares$3.58 Billion11.33% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA172MShares$3.41 Billion6.73% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.41 Billion11.16% of portfolio
-
Creative Planning Overland Park, KS41.7MShares$826 Million0.75% of portfolio