Surevest, LLC Schwab Strategic Tr Intl Eqty Transaction History
Surevest, LLC
- $368 Million
- Q3 2022
A detailed history of Surevest, LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Surevest, LLC holds 4,050 shares of SCHF stock, worth $80,838. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,050
Previous 4,050
-0.0%
Holding current value
$80,838
Previous $127,000
10.24%
% of portfolio
0.03%
Previous 0.03%
Shares
1 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