Jamison Private Wealth Management, Inc. Schwab Strategic Tr Intl Eqty Transaction History
Jamison Private Wealth Management, Inc.
- $592 Billion
- Q1 2024
A detailed history of Jamison Private Wealth Management, Inc. transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Jamison Private Wealth Management, Inc. holds 985 shares of SCHF stock, worth $38,365. This represents 0.01% of its overall portfolio holdings.
Number of Shares
985
Previous 1,070
7.94%
Holding current value
$38,365
Previous $39.5 Million
2.83%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SCHF
# of Institutions
1,165Shares Held
821MCall Options Held
55.1KPut Options Held
13.3K-
Northwestern Mutual Wealth Management CO141MShares$5.48 Billion5.65% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO79.4MShares$3.09 Billion11.59% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA77MShares$3 Billion6.78% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA76.3MShares$2.97 Billion4.09% of portfolio
-
Personal Capital Advisors Corp71.3MShares$2.78 Billion11.16% of portfolio