Warren Averett Asset Management, LLC Schwab Strategic Tr Intl Eqty Transaction History
Warren Averett Asset Management, LLC
- $5.05 Billion
- Q2 2024
A detailed history of Warren Averett Asset Management, LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 347,231 shares of SCHF stock, worth $14.2 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
347,231
Previous 333,681
4.06%
Holding current value
$14.2 Million
Previous $13 Million
2.46%
% of portfolio
0.26%
Previous 0.31%
Shares
2 transactions
Others Institutions Holding SCHF
# of Institutions
1,194Shares Held
858MCall Options Held
38.3KPut Options Held
600-
Northwestern Mutual Wealth Management CO147MShares$5.98 Billion5.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA118MShares$4.81 Billion0.87% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO80MShares$3.26 Billion11.44% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA78MShares$3.18 Billion6.68% of portfolio
-
Personal Capital Advisors Corp71.3MShares$2.91 Billion11.16% of portfolio