Walter & Keenan Wealth Management LLC Schwab Strategic Tr Intl Eqty Transaction History
Walter & Keenan Wealth Management LLC
- $313 Million
- Q2 2024
A detailed history of Walter & Keenan Wealth Management LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Walter & Keenan Wealth Management LLC holds 35,083 shares of SCHF stock, worth $1.36 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
35,083
Previous 34,983
0.29%
Holding current value
$1.36 Million
Previous $1.37 Million
1.32%
% of portfolio
0.43%
Previous 0.45%
Shares
20 transactions
Others Institutions Holding SCHF
# of Institutions
1,172Shares Held
824MCall Options Held
55.1KPut Options Held
13.3K-
Northwestern Mutual Wealth Management CO141MShares$5.47 Billion5.65% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO80MShares$3.11 Billion11.44% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA77MShares$2.99 Billion6.78% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA76.3MShares$2.97 Billion4.09% of portfolio
-
Personal Capital Advisors Corp71.3MShares$2.77 Billion11.16% of portfolio