Holistic Planning, LLC Schwab Strategic Tr Intl Eqty Transaction History
Holistic Planning, LLC
- $236 Billion
- Q3 2024
A detailed history of Holistic Planning, LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Holistic Planning, LLC holds 7,269 shares of SCHF stock, worth $140,219. This represents 0.13% of its overall portfolio holdings.
Number of Shares
7,269
Previous 7,733
6.0%
Holding current value
$140,219
Previous $302 Million
0.94%
% of portfolio
0.13%
Previous 0.23%
Shares
3 transactions
Others Institutions Holding SCHF
# of Institutions
1,268Shares Held
773MCall Options Held
80.7KPut Options Held
8.3K-
Northwestern Mutual Wealth Management CO155MShares$2.98 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$1.56 Billion6.84% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.38 Billion11.16% of portfolio
-
Wealthfront Advisers LLC50.6MShares$977 Million6.47% of portfolio