Portside Wealth Group, LLC Schwab Strategic Tr Intl Eqty Transaction History
Portside Wealth Group, LLC
- $524 Billion
- Q2 2024
A detailed history of Portside Wealth Group, LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Portside Wealth Group, LLC holds 14,166 shares of SCHF stock, worth $575,847. This represents 0.1% of its overall portfolio holdings.
Number of Shares
14,166
Previous 17,752
20.2%
Holding current value
$575,847
Previous $693 Million
21.43%
% of portfolio
0.1%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding SCHF
# of Institutions
1,195Shares 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