Sheets Smith Wealth Management Schwab Strategic Tr Intl Eqty Transaction History
Sheets Smith Wealth Management
- $828 Million
- Q2 2024
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 62,282 shares of SCHF stock, worth $2.52 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
62,282
Previous 61,603
1.1%
Holding current value
$2.52 Million
Previous $2.4 Million
0.46%
% of portfolio
0.29%
Previous 0.27%
Shares
29 transactions
Others Institutions Holding SCHF
# of Institutions
1,193Shares Held
858MCall Options Held
38.3KPut Options Held
600-
Northwestern Mutual Wealth Management CO147MShares$5.94 Billion5.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA118MShares$4.78 Billion0.87% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO80MShares$3.24 Billion11.44% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA78MShares$3.16 Billion6.68% of portfolio
-
Personal Capital Advisors Corp71.3MShares$2.89 Billion11.16% of portfolio