Fonville Wealth Management LLC Schwab Strategic Tr Intl Small Transaction History
Fonville Wealth Management LLC
- $303 Billion
- Q4 2024
A detailed history of Fonville Wealth Management LLC transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Fonville Wealth Management LLC holds 36,826 shares of SCHC stock, worth $1.35 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
36,826
Previous 35,027
5.14%
Holding current value
$1.35 Million
Previous $1.35 Billion
6.32%
% of portfolio
0.42%
Previous 0.47%
Shares
5 transactions
Others Institutions Holding SCHC
# of Institutions
454Shares Held
46.9MCall Options Held
0Put Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA4.98MShares$183 Million0.12% of portfolio
-
Savant Capital, LLC2.85MShares$105 Million0.8% of portfolio
-
Tiaa, Fsb St. Louis, MO1.68MShares$61.5 Million0.21% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA1.66MShares$61 Million2.46% of portfolio
-
Envestnet Asset Management Inc1.55MShares$57 Million0.02% of portfolio