Mosaic Family Wealth Partners, LLC Schwab Strategic Tr Intl Eqty Transaction History
Mosaic Family Wealth Partners, LLC
- $693 Billion
- Q4 2024
A detailed history of Mosaic Family Wealth Partners, LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 17,200 shares of SCHF stock, worth $340,388. This represents 0.05% of its overall portfolio holdings.
Number of Shares
17,200
Previous 8,600
100.0%
Holding current value
$340,388
Previous $354 Million
10.02%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding SCHF
# of Institutions
1,373Shares Held
1.39BCall Options Held
38.7KPut Options Held
12.1K-
Northwestern Mutual Wealth Management CO335MShares$6.63 Billion5.26% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO181MShares$3.58 Billion11.33% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA172MShares$3.41 Billion6.73% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.41 Billion11.16% of portfolio
-
Creative Planning Overland Park, KS41.7MShares$826 Million0.75% of portfolio