Upper Left Wealth Management, LLC Schwab Strategic Tr Intl Eqty Transaction History
Upper Left Wealth Management, LLC
- $112 Million
- Q4 2024
A detailed history of Upper Left Wealth Management, LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 213,594 shares of SCHF stock, worth $4.13 Million. This represents 3.54% of its overall portfolio holdings.
Number of Shares
213,594
Previous 104,259
104.87%
Holding current value
$4.13 Million
Previous $4.29 Million
7.84%
% of portfolio
3.54%
Previous 3.72%
Shares
13 transactions
Others Institutions Holding SCHF
# of Institutions
1,300Shares Held
985MCall Options Held
80.7KPut Options Held
8.3K-
Empower Advisory Group, LLC Greenwood Village, CO181MShares$3.5 Billion11.33% of portfolio
-
Northwestern Mutual Wealth Management CO155MShares$2.99 Billion5.68% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA81.1MShares$1.57 Billion6.84% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.38 Billion11.16% of portfolio
-
Wealthfront Advisers LLC50.6MShares$979 Million6.47% of portfolio