Wealth Management Resources, Inc. Schwab Strategic Tr Intl Eqty Transaction History
Wealth Management Resources, Inc.
- $233 Million
- Q2 2024
A detailed history of Wealth Management Resources, Inc. transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Wealth Management Resources, Inc. holds 136,967 shares of SCHF stock, worth $5.66 Million. This represents 2.26% of its overall portfolio holdings.
Number of Shares
136,967
Previous 123,260
11.12%
Holding current value
$5.66 Million
Previous $4.81 Million
9.42%
% of portfolio
2.26%
Previous 1.35%
Shares
11 transactions
Others Institutions Holding SCHF
# of Institutions
1,193Shares Held
858MCall Options Held
38.3KPut Options Held
600-
Northwestern Mutual Wealth Management CO147MShares$6.06 Billion5.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA118MShares$4.87 Billion0.87% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO80MShares$3.3 Billion11.44% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA78MShares$3.22 Billion6.68% of portfolio
-
Personal Capital Advisors Corp71.3MShares$2.95 Billion11.16% of portfolio