Intergy Private Wealth, LLC Schwab Strategic Tr Intl Eqty Transaction History
Intergy Private Wealth, LLC
- $240 Million
- Q2 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 255,012 shares of SCHF stock, worth $10.2 Million. This represents 4.08% of its overall portfolio holdings.
Number of Shares
255,012
Previous 249,986
2.01%
Holding current value
$10.2 Million
Previous $9.75 Million
0.44%
% of portfolio
4.08%
Previous 4.03%
Shares
11 transactions
Others Institutions Holding SCHF
# of Institutions
1,192Shares Held
858MCall Options Held
38.3KPut Options Held
600-
Northwestern Mutual Wealth Management CO147MShares$5.86 Billion5.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA118MShares$4.71 Billion0.87% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO80MShares$3.19 Billion11.44% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA78MShares$3.11 Billion6.68% of portfolio
-
Personal Capital Advisors Corp71.3MShares$2.85 Billion11.16% of portfolio