Walter & Keenan Wealth Management LLC Schwab Strategic Tr Intl Eqty Transaction History
Walter & Keenan Wealth Management LLC
- $304 Million
- Q1 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 34,983 shares of SCHF stock, worth $1.38 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
34,983
Previous 34,983
-0.0%
Holding current value
$1.38 Million
Previous $1.29 Million
5.65%
% of portfolio
0.45%
Previous 0.46%
Shares
19 transactions
Others Institutions Holding SCHF
# of Institutions
1,164Shares Held
821MCall Options Held
55.1KPut Options Held
13.3K-
Northwestern Mutual Wealth Management CO141MShares$5.56 Billion5.65% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO79.4MShares$3.14 Billion11.59% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA77MShares$3.04 Billion6.78% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA76.3MShares$3.02 Billion4.09% of portfolio
-
Personal Capital Advisors Corp71.3MShares$2.82 Billion11.16% of portfolio