Fsm Wealth Advisors, LLC Schwab Strategic Tr Intl Eqty Transaction History
Fsm Wealth Advisors, LLC
- $443 Million
- Q1 2025
A detailed history of Fsm Wealth Advisors, LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 712,770 shares of SCHF stock, worth $14.6 Million. This represents 3.18% of its overall portfolio holdings.
Number of Shares
712,770
Previous 589,071
21.0%
Holding current value
$14.6 Million
Previous $10.9 Million
29.38%
% of portfolio
3.18%
Previous 2.69%
Shares
12 transactions
Others Institutions Holding SCHF
# of Institutions
1,394Shares Held
1.51BCall Options Held
38.7KPut Options Held
12.1K-
Northwestern Mutual Wealth Management CO335MShares$6.89 Billion5.26% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO181MShares$3.72 Billion11.33% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA172MShares$3.54 Billion6.73% of portfolio
-
Wealthfront Advisers LLC105MShares$2.15 Billion5.93% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.47 Billion11.16% of portfolio