Portside Wealth Group, LLC Schwab Strategic Tr Intl Eqty Transaction History
Portside Wealth Group, LLC
- $604 Billion
- Q1 2025
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 20,442 shares of SCHF stock, worth $408,022. This represents 0.06% of its overall portfolio holdings.
Number of Shares
20,442
Previous 11,782
73.5%
Holding current value
$408,022
Previous $484 Million
21.94%
% of portfolio
0.06%
Previous 0.08%
Shares
5 transactions
Others Institutions Holding SCHF
# of Institutions
1,383Shares Held
1.5BCall Options Held
38.7KPut Options Held
12.1K-
Northwestern Mutual Wealth Management CO335MShares$6.69 Billion5.26% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO181MShares$3.61 Billion11.33% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA172MShares$3.44 Billion6.73% of portfolio
-
Wealthfront Advisers LLC107MShares$2.14 Billion5.84% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.42 Billion11.16% of portfolio