Primoris Wealth Advisors, LLC Schwab Strategic Tr Intl Eqty Transaction History
Primoris Wealth Advisors, LLC
- $135 Million
- Q2 2025
A detailed history of Primoris Wealth Advisors, LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Primoris Wealth Advisors, LLC holds 42,343 shares of SCHF stock, worth $1 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
42,343
Previous 41,186
2.81%
Holding current value
$1 Million
Previous $814,000
14.86%
% of portfolio
0.69%
Previous 0.68%
Shares
6 transactions
Others Institutions Holding SCHF
# of Institutions
1,485Shares Held
1.54BCall Options Held
39.6KPut Options Held
0-
Northwestern Mutual Wealth Management CO332MShares$7.85 Billion5.41% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO184MShares$4.35 Billion12.25% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA160MShares$3.78 Billion7.08% of portfolio
-
Wealthfront Advisers LLC110MShares$2.6 Billion6.35% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.69 Billion11.16% of portfolio