Vista Private Wealth Partners. LLC Schwab Strategic Tr Intl Eqty Transaction History
Vista Private Wealth Partners. LLC
- $256 Million
- Q4 2024
A detailed history of Vista Private Wealth Partners. LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Vista Private Wealth Partners. LLC holds 777,662 shares of SCHF stock, worth $15.8 Million. This represents 5.62% of its overall portfolio holdings.
Number of Shares
777,662
Previous 530,192
46.68%
Holding current value
$15.8 Million
Previous $21.8 Million
34.01%
% of portfolio
5.62%
Previous 8.35%
Shares
27 transactions
Others Institutions Holding SCHF
# of Institutions
1,376Shares Held
1.39BCall Options Held
38.7KPut Options Held
12.1K-
Northwestern Mutual Wealth Management CO335MShares$6.83 Billion5.26% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO181MShares$3.69 Billion11.33% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA172MShares$3.51 Billion6.73% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.45 Billion11.16% of portfolio
-
Creative Planning Overland Park, KS41.7MShares$851 Million0.75% of portfolio