Heartwood Wealth Advisors LLC Schwab Strategic Tr Intl Eqty Transaction History
Heartwood Wealth Advisors LLC
- $910 Million
- Q2 2025
A detailed history of Heartwood Wealth Advisors LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 52,074 shares of SCHF stock, worth $1.17 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
52,074
Previous 29,990
73.64%
Holding current value
$1.17 Million
Previous $593,000
93.93%
% of portfolio
0.13%
Previous 0.07%
Shares
16 transactions
Others Institutions Holding SCHF
# of Institutions
1,477Shares Held
1.54BCall Options Held
52.9KPut Options Held
3.9K-
Northwestern Mutual Wealth Management CO332MShares$7.46 Billion5.41% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO184MShares$4.14 Billion12.25% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA170MShares$3.83 Billion7.25% of portfolio
-
Wealthfront Advisers LLC110MShares$2.47 Billion6.35% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.6 Billion11.16% of portfolio