Smallwood Wealth Investment Management, LLC Schwab Strategic Tr Intl Eqty Transaction History
Smallwood Wealth Investment Management, LLC
- $152 Million
- Q1 2025
A detailed history of Smallwood Wealth Investment Management, LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Smallwood Wealth Investment Management, LLC holds 59,281 shares of SCHF stock, worth $1.31 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
59,281
Previous 60,801
2.5%
Holding current value
$1.31 Million
Previous $1.12 Million
4.27%
% of portfolio
0.77%
Previous 0.79%
Shares
11 transactions
Others Institutions Holding SCHF
# of Institutions
1,416Shares Held
1.54BCall Options Held
52.9KPut Options Held
3.9K-
Northwestern Mutual Wealth Management CO348MShares$7.67 Billion5.68% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO185MShares$4.07 Billion12.0% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA170MShares$3.75 Billion7.25% of portfolio
-
Wealthfront Advisers LLC105MShares$2.31 Billion5.93% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.57 Billion11.16% of portfolio