Wescott Financial Advisory Group, LLC Schwab Strategic Tr Intl Eqty Transaction History
Wescott Financial Advisory Group, LLC
- $822 Million
- Q3 2024
A detailed history of Wescott Financial Advisory Group, LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 12,427 shares of SCHF stock, worth $237,852. This represents 0.06% of its overall portfolio holdings.
Number of Shares
12,427
Previous 12,336
0.74%
Holding current value
$237,852
Previous $473,000
7.82%
% of portfolio
0.06%
Previous 0.06%
Shares
9 transactions
Others Institutions Holding SCHF
# of Institutions
1,268Shares Held
773MCall Options Held
80.7KPut Options Held
8.3K-
Northwestern Mutual Wealth Management CO155MShares$2.96 Billion5.68% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO82.7MShares$1.58 Billion11.54% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA81.1MShares$1.55 Billion6.84% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.37 Billion11.16% of portfolio
-
Wealthfront Advisers LLC50.6MShares$969 Million6.47% of portfolio