Diversify Wealth Management, LLC Schwab Strategic Tr Intl Eqty Transaction History
Diversify Wealth Management, LLC
- $1.04 Trillion
- Q3 2024
A detailed history of Diversify Wealth Management, LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 166,964 shares of SCHF stock, worth $3.07 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
166,964
Previous 12,694
1215.3%
Holding current value
$3.07 Million
Previous $469 Million
599.98%
% of portfolio
0.32%
Previous 0.06%
Shares
2 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
-
Personal Capital Advisors Corp71.3MShares$1.31 Billion11.16% of portfolio
-
Wealthfront Advisers LLC50.6MShares$932 Million6.47% of portfolio