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 $74,520. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,050
Previous 4,050
-0.0%
Holding current value
$74,520
Previous $127,000
10.24%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding SCHF
# of Institutions
1,274Shares Held
776MCall Options Held
80.7KPut Options Held
8.3K-
Northwestern Mutual Wealth Management CO155MShares$2.85 Billion5.68% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO82.7MShares$1.52 Billion11.54% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA81.1MShares$1.49 Billion6.84% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.31 Billion11.16% of portfolio
-
Wealthfront Advisers LLC50.6MShares$932 Million6.47% of portfolio