Wealth Plan Investment Management, LLC Schwab Strategic Tr Intl Eqty Transaction History
Wealth Plan Investment Management, LLC
- $923 Million
- Q3 2024
A detailed history of Wealth Plan Investment Management, LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 498,096 shares of SCHF stock, worth $9.17 Million. This represents 2.22% of its overall portfolio holdings.
Number of Shares
498,096Holding current value
$9.17 Million% of portfolio
2.22%Shares
5 transactions
Others Institutions Holding SCHF
# of Institutions
1,273Shares Held
774MCall Options Held
80.7KPut Options Held
8.3K-
Northwestern Mutual Wealth Management CO155MShares$2.85 Billion5.68% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO82.7MShares$1.52 Billion11.54% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA81.1MShares$1.49 Billion6.84% of portfolio
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Personal Capital Advisors Corp71.3MShares$1.31 Billion11.16% of portfolio
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Wealthfront Advisers LLC50.6MShares$932 Million6.47% of portfolio