Monograph Wealth Advisors, LLC Schwab Strategic Tr Intl Eqty Transaction History
Monograph Wealth Advisors, LLC
- $656 Million
- Q2 2024
A detailed history of Monograph Wealth Advisors, LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Monograph Wealth Advisors, LLC holds 16,028 shares of SCHF stock, worth $651,538. This represents 0.09% of its overall portfolio holdings.
Number of Shares
16,028
Previous 16,028
-0.0%
Holding current value
$651,538
Previous $625,000
1.6%
% of portfolio
0.09%
Previous 0.1%
Shares
7 transactions
Others Institutions Holding SCHF
# of Institutions
1,196Shares Held
858MCall Options Held
38.3KPut Options Held
600-
Northwestern Mutual Wealth Management CO147MShares$5.96 Billion5.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA118MShares$4.8 Billion0.87% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO80MShares$3.25 Billion11.44% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA78MShares$3.17 Billion6.68% of portfolio
-
Personal Capital Advisors Corp71.3MShares$2.9 Billion11.16% of portfolio