Kozak & Associates, Inc. Schwab Strategic Tr Intl Eqty Transaction History
Kozak & Associates, Inc.
- $397 Million
- Q2 2024
A detailed history of Kozak & Associates, Inc. transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Kozak & Associates, Inc. holds 634 shares of SCHF stock, worth $24,726. This represents 0.01% of its overall portfolio holdings.
Number of Shares
634
Previous 628
0.96%
Holding current value
$24,726
Previous $24,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding SCHF
# of Institutions
1,165Shares Held
821MCall Options Held
55.1KPut Options Held
13.3K-
Northwestern Mutual Wealth Management CO141MShares$5.49 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$2.98 Billion4.09% of portfolio
-
Personal Capital Advisors Corp71.3MShares$2.78 Billion11.16% of portfolio