Vista Wealth Management Group, LLC Schwab Strategic Tr Intl Eqty Transaction History
Vista Wealth Management Group, LLC
- $1.27 Billion
- Q1 2024
A detailed history of Vista Wealth Management Group, LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 7,020 shares of SCHF stock, worth $273,780. This represents 0.02% of its overall portfolio holdings.
Number of Shares
7,020
Previous 6,976
0.63%
Holding current value
$273,780
Previous $257,000
6.23%
% of portfolio
0.02%
Previous 0.02%
Shares
8 transactions
Others Institutions Holding SCHF
# of Institutions
1,165Shares Held
821MCall Options Held
55.1KPut Options Held
13.3K-
Northwestern Mutual Wealth Management CO141MShares$5.49 Billion5.65% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO79.4MShares$3.09 Billion11.59% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA77MShares$3 Billion6.78% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA76.3MShares$2.98 Billion4.09% of portfolio
-
Personal Capital Advisors Corp71.3MShares$2.78 Billion11.16% of portfolio