Fonville Wealth Management LLC Schwab Strategic Tr Intl Small Transaction History
Fonville Wealth Management LLC
- $339 Billion
- Q1 2025
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 36,868 shares of SCHC stock, worth $1.39 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
36,868
Previous 36,826
0.11%
Holding current value
$1.39 Million
Previous $1.26 Billion
9.09%
% of portfolio
0.41%
Previous 0.42%
Shares
6 transactions
Others Institutions Holding SCHC
# of Institutions
456Shares Held
46.2MCall Options Held
0Put Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA4.98MShares$189 Million0.12% of portfolio
-
Savant Capital, LLC2.53MShares$95.6 Million0.69% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.03MShares$76.9 Million0.23% of portfolio
-
Tiaa, Fsb St. Louis, MO1.68MShares$63.5 Million0.21% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA1.66MShares$63 Million2.46% of portfolio