Sightline Wealth Advisors, LLC Schwab Strategic Tr Intl Eqty Transaction History
Sightline Wealth Advisors, LLC
- $152 Million
- Q1 2024
A detailed history of Sightline Wealth Advisors, LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Sightline Wealth Advisors, LLC holds 261,828 shares of SCHF stock, worth $10.1 Million. This represents 6.73% of its overall portfolio holdings.
Number of Shares
261,828
Previous 254,919
2.71%
Holding current value
$10.1 Million
Previous $9.42 Million
8.44%
% of portfolio
6.73%
Previous 7.17%
Shares
14 transactions
Others Institutions Holding SCHF
# of Institutions
1,164Shares Held
821MCall Options Held
55.1KPut Options Held
13.3K-
Northwestern Mutual Wealth Management CO141MShares$5.43 Billion5.65% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO79.4MShares$3.06 Billion11.59% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA77MShares$2.97 Billion6.78% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA76.3MShares$2.94 Billion4.09% of portfolio
-
Personal Capital Advisors Corp71.3MShares$2.75 Billion11.16% of portfolio