Genesis Private Wealth, LLC Schwab Strategic Tr Intl Eqty Transaction History
Genesis Private Wealth, LLC
- $189 Billion
- Q1 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 235,110 shares of SCHF stock, worth $5.07 Million. This represents 2.47% of its overall portfolio holdings.
Number of Shares
235,110
Previous 209,055
12.46%
Holding current value
$5.07 Million
Previous $3.87 Billion
20.24%
% of portfolio
2.47%
Previous 2.13%
Shares
2 transactions
Others Institutions Holding SCHF
# of Institutions
1,413Shares Held
1.54BCall Options Held
52.9KPut Options Held
3.9K-
Northwestern Mutual Wealth Management CO348MShares$7.51 Billion5.68% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO185MShares$3.99 Billion12.0% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA170MShares$3.67 Billion7.25% of portfolio
-
Wealthfront Advisers LLC105MShares$2.26 Billion5.93% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.54 Billion11.16% of portfolio