Intergy Private Wealth, LLC Schwab Strategic Tr Intl Eqty Transaction History
Intergy Private Wealth, LLC
- $316 Million
- Q3 2025
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 640,920 shares of SCHF stock, worth $15.3 Million. This represents 4.72% of its overall portfolio holdings.
Number of Shares
640,920
Previous 613,702
4.44%
Holding current value
$15.3 Million
Previous $13.6 Million
10.01%
% of portfolio
4.72%
Previous 4.67%
Shares
16 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
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Financial Engines Advisors L.L.C. Santa Clara, CA157MShares$3.76 Billion7.01% of portfolio
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Wealthfront Advisers LLC110MShares$2.63 Billion6.16% of portfolio
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Personal Capital Advisors Corp71.3MShares$1.71 Billion11.16% of portfolio