Strategic Financial Planning, Inc. Schwab Strategic Tr Intl Small Transaction History
Strategic Financial Planning, Inc.
- $134 Million
- Q1 2024
A detailed history of Strategic Financial Planning, Inc. transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Strategic Financial Planning, Inc. holds 179,399 shares of SCHC stock, worth $6.39 Million. This represents 4.81% of its overall portfolio holdings.
Number of Shares
179,399
Previous 179,981
0.32%
Holding current value
$6.39 Million
Previous $6.28 Million
2.28%
% of portfolio
4.81%
Previous 4.91%
Shares
18 transactions
Others Institutions Holding SCHC
# of Institutions
405Shares Held
88.1MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA39.2MShares$1.4 Billion1.93% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA4.42MShares$157 Million0.11% of portfolio
-
Savant Capital, LLC3.64MShares$130 Million1.51% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.27MShares$80.9 Million0.25% of portfolio
-
Envestnet Asset Management Inc1.82MShares$64.9 Million0.02% of portfolio