Diversify Wealth Management, LLC Schwab Strategic Tr Intl Eqty Transaction History
Diversify Wealth Management, LLC
- $1.28 Trillion
- Q4 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 187,331 shares of SCHF stock, worth $3.65 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
187,331
Previous 166,964
12.2%
Holding current value
$3.65 Million
Previous $3.29 Billion
4.9%
% of portfolio
0.27%
Previous 0.32%
Shares
3 transactions
Others Institutions Holding SCHF
# of Institutions
1,311Shares Held
1.01BCall Options Held
80.7KPut Options Held
8.3K-
Empower Advisory Group, LLC Greenwood Village, CO181MShares$3.53 Billion11.33% of portfolio
-
Northwestern Mutual Wealth Management CO155MShares$3.02 Billion5.68% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA81.1MShares$1.58 Billion6.84% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.39 Billion11.16% of portfolio
-
Wealthfront Advisers LLC50.6MShares$988 Million6.47% of portfolio