Steel Peak Wealth Management LLC Schwab Strategic Tr Intl Eqty Transaction History
Steel Peak Wealth Management LLC
- $2.36 Billion
- Q1 2025
A detailed history of Steel Peak Wealth Management LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 60,837 shares of SCHF stock, worth $1.31 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
60,837
Previous 247,732
75.44%
Holding current value
$1.31 Million
Previous $4.58 Million
73.75%
% of portfolio
0.05%
Previous 0.19%
Shares
12 transactions
Others Institutions Holding SCHF
# of Institutions
1,412Shares Held
1.54BCall Options Held
52.9KPut Options Held
3.9K-
Northwestern Mutual Wealth Management CO348MShares$7.48 Billion5.68% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO185MShares$3.97 Billion12.0% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA170MShares$3.66 Billion7.25% of portfolio
-
Wealthfront Advisers LLC105MShares$2.25 Billion5.93% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.53 Billion11.16% of portfolio