Leeward Financial Partners, LLC Schwab Strategic Tr Intl Eqty Transaction History
Leeward Financial Partners, LLC
- $235 Million
- Q1 2024
A detailed history of Leeward Financial Partners, LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Leeward Financial Partners, LLC holds 143,083 shares of SCHF stock, worth $5.52 Million. This represents 2.38% of its overall portfolio holdings.
Number of Shares
143,083
Previous 135,493
5.6%
Holding current value
$5.52 Million
Previous $5.01 Million
11.5%
% of portfolio
2.38%
Previous 2.44%
Shares
10 transactions
Others Institutions Holding SCHF
# of Institutions
1,164Shares Held
821MCall Options Held
55.1KPut Options Held
13.3K-
Northwestern Mutual Wealth Management CO141MShares$5.43 Billion5.65% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO79.4MShares$3.06 Billion11.59% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA77MShares$2.97 Billion6.78% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA76.3MShares$2.94 Billion4.09% of portfolio
-
Personal Capital Advisors Corp71.3MShares$2.75 Billion11.16% of portfolio