Perigon Wealth Management, LLC Schwab Strategic Tr Intl Small Transaction History
Perigon Wealth Management, LLC
- $3.27 Billion
- Q1 2024
A detailed history of Perigon Wealth Management, LLC transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 119,057 shares of SCHC stock, worth $4.24 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
119,057
Previous 110,923
7.33%
Holding current value
$4.24 Million
Previous $3.87 Million
10.13%
% of portfolio
0.13%
Previous 0.13%
Shares
25 transactions
Others Institutions Holding SCHC
# of Institutions
405Shares Held
88.1MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA39.2MShares$1.39 Billion1.93% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA4.42MShares$157 Million0.11% of portfolio
-
Savant Capital, LLC3.64MShares$129 Million1.51% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.27MShares$80.8 Million0.25% of portfolio
-
Envestnet Asset Management Inc1.82MShares$64.9 Million0.02% of portfolio