West Financial Advisors, LLC Schwab Strategic Tr Intl Eqty Transaction History
West Financial Advisors, LLC
- $518 Million
- Q4 2024
A detailed history of West Financial Advisors, LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, West Financial Advisors, LLC holds 3,808 shares of SCHF stock, worth $75,626. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,808
Previous 1,904
100.0%
Holding current value
$75,626
Previous $78,000
10.26%
% of portfolio
0.01%
Previous 0.02%
Shares
14 transactions
Others Institutions Holding SCHF
# of Institutions
1,369Shares Held
1.41BCall Options Held
38.7KPut Options Held
12.1K-
Northwestern Mutual Wealth Management CO335MShares$6.65 Billion5.26% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO181MShares$3.6 Billion11.33% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA172MShares$3.42 Billion6.73% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.42 Billion11.16% of portfolio
-
Creative Planning Overland Park, KS41.7MShares$829 Million0.75% of portfolio