Southern Wealth Management, LLP Schwab Strategic Tr Intl Eqty Transaction History
Southern Wealth Management, LLP
- $258 Million
- Q1 2023
A detailed history of Southern Wealth Management, LLP transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Southern Wealth Management, LLP holds 10,460 shares of SCHF stock, worth $410,659. This represents 0.14% of its overall portfolio holdings.
Number of Shares
10,460
Previous 9,804
6.69%
Holding current value
$410,659
Previous $315,000
15.56%
% of portfolio
0.14%
Previous 0.13%
Shares
11 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