Westshore Wealth, LLC Schwab Strategic Tr Intl Eqty Transaction History
Westshore Wealth, LLC
- $241 Million
- Q3 2024
A detailed history of Westshore Wealth, LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Westshore Wealth, LLC holds 10,074 shares of SCHF stock, worth $199,364. This represents 0.17% of its overall portfolio holdings.
Number of Shares
10,074
Previous 9,982
0.92%
Holding current value
$199,364
Previous $383,000
8.09%
% of portfolio
0.17%
Previous 0.16%
Shares
10 transactions
Others Institutions Holding SCHF
# of Institutions
1,373Shares Held
1.39BCall Options Held
38.7KPut Options Held
12.1K-
Northwestern Mutual Wealth Management CO335MShares$6.63 Billion5.26% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO181MShares$3.58 Billion11.33% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA172MShares$3.41 Billion6.73% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.41 Billion11.16% of portfolio
-
Creative Planning Overland Park, KS41.7MShares$826 Million0.75% of portfolio