Sterling Investment Management, LLC Schwab Strategic Tr Intl Eqty Transaction History
Sterling Investment Management, LLC
- $122 Million
- Q4 2024
A detailed history of Sterling Investment Management, LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Sterling Investment Management, LLC holds 26,897 shares of SCHF stock, worth $548,429. This represents 0.41% of its overall portfolio holdings.
Number of Shares
26,897
Previous 8,755
207.22%
Holding current value
$548,429
Previous $360,000
38.06%
% of portfolio
0.41%
Previous 0.28%
Shares
5 transactions
Others Institutions Holding SCHF
# of Institutions
1,374Shares Held
1.39BCall Options Held
38.7KPut Options Held
12.1K-
Northwestern Mutual Wealth Management CO335MShares$6.83 Billion5.26% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO181MShares$3.69 Billion11.33% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA172MShares$3.51 Billion6.73% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.45 Billion11.16% of portfolio
-
Creative Planning Overland Park, KS41.7MShares$851 Million0.75% of portfolio