Joseph P. Lucia & Associates, LLC Schwab Strategic Tr Intl Eqty Transaction History
Joseph P. Lucia & Associates, LLC
- $159 Million
- Q1 2024
A detailed history of Joseph P. Lucia & Associates, LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Joseph P. Lucia & Associates, LLC holds 5,582 shares of SCHF stock, worth $218,200. This represents 0.14% of its overall portfolio holdings.
Number of Shares
5,582
Previous 5,957
6.3%
Holding current value
$218,200
Previous $220,000
1.36%
% of portfolio
0.14%
Previous 0.14%
Shares
17 transactions
Others Institutions Holding SCHF
# of Institutions
1,165Shares Held
821MCall Options Held
55.1KPut Options Held
13.3K-
Northwestern Mutual Wealth Management CO141MShares$5.5 Billion5.65% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO79.4MShares$3.1 Billion11.59% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA77MShares$3.01 Billion6.78% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA76.3MShares$2.98 Billion4.09% of portfolio
-
Personal Capital Advisors Corp71.3MShares$2.79 Billion11.16% of portfolio