Primoris Wealth Advisors, LLC Schwab Strategic Tr Intl Eqty Transaction History
Primoris Wealth Advisors, LLC
- $119 Million
- Q1 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 41,186 shares of SCHF stock, worth $846,372. This represents 0.68% of its overall portfolio holdings.
Number of Shares
41,186
Previous 40,552
1.56%
Holding current value
$846,372
Previous $750,000
8.53%
% of portfolio
0.68%
Previous 0.59%
Shares
5 transactions
Others Institutions Holding SCHF
# of Institutions
1,393Shares Held
1.51BCall Options Held
38.7KPut Options Held
12.1K-
Northwestern Mutual Wealth Management CO335MShares$6.89 Billion5.26% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO181MShares$3.72 Billion11.33% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA172MShares$3.54 Billion6.73% of portfolio
-
Wealthfront Advisers LLC105MShares$2.15 Billion5.93% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.47 Billion11.16% of portfolio