Genesis Private Wealth, LLC Schwab Strategic Tr Intl Eqty Transaction History
Genesis Private Wealth, LLC
- $238 Billion
- Q3 2025
A detailed history of Genesis Private Wealth, LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Genesis Private Wealth, LLC holds 262,459 shares of SCHF stock, worth $6.28 Million. This represents 2.57% of its overall portfolio holdings.
Number of Shares
262,459
Previous 249,463
5.21%
Holding current value
$6.28 Million
Previous $5.51 Billion
10.83%
% of portfolio
2.57%
Previous 2.6%
Shares
4 transactions
Others Institutions Holding SCHF
# of Institutions
1,542Shares Held
1.5BCall Options Held
154KPut Options Held
0-
Northwestern Mutual Wealth Management CO286MShares$6.83 Billion4.51% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO186MShares$4.46 Billion12.09% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA157MShares$3.76 Billion7.01% of portfolio
-
Wealthfront Advisers LLC110MShares$2.63 Billion6.16% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.71 Billion11.16% of portfolio