Fonville Wealth Management LLC Schwab Strategic Tr Intl Small Transaction History
Fonville Wealth Management LLC
- $289 Billion
- Q3 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 35,027 shares of SCHC stock, worth $1.28 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
35,027
Previous 35,693
1.87%
Holding current value
$1.28 Million
Previous $1.27 Billion
5.99%
% of portfolio
0.47%
Previous 0.5%
Shares
4 transactions
Others Institutions Holding SCHC
# of Institutions
417Shares Held
86.6MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA39.7MShares$1.45 Billion0.27% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA4.47MShares$163 Million0.11% of portfolio
-
Savant Capital, LLC3.18MShares$116 Million1.04% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.35MShares$85.7 Million0.26% of portfolio
-
Tiaa, Fsb St. Louis, MO1.68MShares$61.3 Million0.21% of portfolio