Forum Financial Management, LP Schwab Strategic Tr Intl Eqty Transaction History
Forum Financial Management, LP
- $5.24 Billion
- Q3 2024
A detailed history of Forum Financial Management, LP transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Forum Financial Management, LP holds 18,717 shares of SCHF stock, worth $362,173. This represents 0.01% of its overall portfolio holdings.
Number of Shares
18,717
Previous 15,849
18.1%
Holding current value
$362,173
Previous $608,000
26.48%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding SCHF
# of Institutions
1,270Shares Held
774MCall Options Held
80.7KPut Options Held
8.3K-
Northwestern Mutual Wealth Management CO155MShares$2.99 Billion5.68% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO82.7MShares$1.6 Billion11.54% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA81.1MShares$1.57 Billion6.84% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.38 Billion11.16% of portfolio
-
Wealthfront Advisers LLC50.6MShares$980 Million6.47% of portfolio