Intergy Private Wealth, LLC Schwab Strategic Tr Intl Eqty Transaction History
Intergy Private Wealth, LLC
- $265 Million
- Q4 2024
A detailed history of Intergy Private Wealth, LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Intergy Private Wealth, LLC holds 565,982 shares of SCHF stock, worth $11.3 Million. This represents 3.94% of its overall portfolio holdings.
Number of Shares
565,982
Previous 265,203
113.41%
Holding current value
$11.3 Million
Previous $10.9 Million
3.99%
% of portfolio
3.94%
Previous 4.2%
Shares
13 transactions
Others Institutions Holding SCHF
# of Institutions
1,359Shares Held
1.4BCall Options Held
44.2KPut Options Held
8.3K-
Northwestern Mutual Wealth Management CO335MShares$6.69 Billion5.26% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO181MShares$3.61 Billion11.33% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA172MShares$3.44 Billion6.73% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.42 Billion11.16% of portfolio
-
Creative Planning Overland Park, KS41.7MShares$833 Million0.75% of portfolio