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 $208,781. This represents 0.14% of its overall portfolio holdings.
Number of Shares
10,460
Previous 9,804
6.69%
Holding current value
$208,781
Previous $315,000
15.56%
% of portfolio
0.14%
Previous 0.13%
Shares
11 transactions
Others Institutions Holding SCHF
# of Institutions
1,359Shares Held
1.4BCall Options Held
44.2KPut Options Held
8.3K-
Northwestern Mutual Wealth Management CO335MShares$6.69 Billion5.26% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO181MShares$3.61 Billion11.33% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA172MShares$3.44 Billion6.73% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.42 Billion11.16% of portfolio
-
Creative Planning Overland Park, KS41.7MShares$833 Million0.75% of portfolio