Transform Wealth, LLC Schwab Strategic Tr Intl Eqty Transaction History
Transform Wealth, LLC
- $1.31 Billion
- Q2 2024
A detailed history of Transform Wealth, LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Transform Wealth, LLC holds 37,001 shares of SCHF stock, worth $1.48 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
37,001
Previous 32,080
15.34%
Holding current value
$1.48 Million
Previous $1.25 Million
13.59%
% of portfolio
0.11%
Previous 0.12%
Shares
7 transactions
Others Institutions Holding SCHF
# of Institutions
1,192Shares Held
858MCall Options Held
38.3KPut Options Held
600-
Northwestern Mutual Wealth Management CO147MShares$5.86 Billion5.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA118MShares$4.71 Billion0.87% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO80MShares$3.19 Billion11.44% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA78MShares$3.11 Billion6.68% of portfolio
-
Personal Capital Advisors Corp71.3MShares$2.85 Billion11.16% of portfolio