Rockbridge Investment Management, Lcc Schwab Strategic Tr Intl Eqty Transaction History
Rockbridge Investment Management, Lcc
- $682 Billion
- Q1 2024
A detailed history of Rockbridge Investment Management, Lcc transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Rockbridge Investment Management, Lcc holds 167,727 shares of SCHF stock, worth $6.58 Million. This represents 0.96% of its overall portfolio holdings.
Number of Shares
167,727
Previous 168,763
0.61%
Holding current value
$6.58 Million
Previous $6.24 Billion
4.93%
% of portfolio
0.96%
Previous 0.95%
Shares
16 transactions
Others Institutions Holding SCHF
# of Institutions
1,165Shares Held
821MCall Options Held
55.1KPut Options Held
13.3K-
Northwestern Mutual Wealth Management CO141MShares$5.53 Billion5.65% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO79.4MShares$3.12 Billion11.59% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA77MShares$3.02 Billion6.78% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA76.3MShares$3 Billion4.09% of portfolio
-
Personal Capital Advisors Corp71.3MShares$2.8 Billion11.16% of portfolio