Wealth Management Resources, Inc. Schwab Strategic Tr Intl Eqty Transaction History
Wealth Management Resources, Inc.
- $276 Million
- Q1 2025
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 760,046 shares of SCHF stock, worth $15.6 Million. This represents 5.46% of its overall portfolio holdings.
Number of Shares
760,046
Previous 749,888
1.35%
Holding current value
$15.6 Million
Previous $13.9 Million
8.37%
% of portfolio
5.46%
Previous 5.12%
Shares
14 transactions
Others Institutions Holding SCHF
# of Institutions
1,394Shares Held
1.51BCall Options Held
38.7KPut Options Held
12.1K-
Northwestern Mutual Wealth Management CO335MShares$6.89 Billion5.26% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO181MShares$3.72 Billion11.33% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA172MShares$3.54 Billion6.73% of portfolio
-
Wealthfront Advisers LLC105MShares$2.15 Billion5.93% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.47 Billion11.16% of portfolio