Sheets Smith Wealth Management Schwab Strategic Tr Intl Eqty Transaction History
Sheets Smith Wealth Management
- $789 Million
- Q1 2025
A detailed history of Sheets Smith Wealth Management transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Sheets Smith Wealth Management holds 130,016 shares of SCHF stock, worth $2.8 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
130,016
Previous 125,370
3.71%
Holding current value
$2.8 Million
Previous $2.32 Million
10.87%
% of portfolio
0.33%
Previous 0.29%
Shares
32 transactions
Others Institutions Holding SCHF
# of Institutions
1,412Shares Held
1.54BCall Options Held
52.9KPut Options Held
3.9K-
Northwestern Mutual Wealth Management CO348MShares$7.48 Billion5.68% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO185MShares$3.97 Billion12.0% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA170MShares$3.66 Billion7.25% of portfolio
-
Wealthfront Advisers LLC105MShares$2.25 Billion5.93% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.53 Billion11.16% of portfolio