Intergy Private Wealth, LLC Schwab Strategic Tr Intl Eqty Transaction History
Intergy Private Wealth, LLC
- $290 Million
- Q2 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 613,702 shares of SCHF stock, worth $13.8 Million. This represents 4.67% of its overall portfolio holdings.
Number of Shares
613,702
Previous 588,208
4.33%
Holding current value
$13.8 Million
Previous $11.7 Million
15.52%
% of portfolio
4.67%
Previous 4.51%
Shares
15 transactions
Others Institutions Holding SCHF
# of Institutions
1,471Shares Held
1.55BCall Options Held
52.9KPut Options Held
3.9K-
Northwestern Mutual Wealth Management CO348MShares$7.83 Billion5.68% 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