Balanced Wealth Group LLC Schwab Strategic Tr Intl Eqty Transaction History
Balanced Wealth Group LLC
- $273 Billion
- Q4 2025
A detailed history of Balanced Wealth Group LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Balanced Wealth Group LLC holds 11,850 shares of SCHF stock, worth $283,570. This represents 0.1% of its overall portfolio holdings.
Number of Shares
11,850
Previous 11,452
3.48%
Holding current value
$283,570
Previous $253 Million
10.04%
% of portfolio
0.1%
Previous 0.11%
Shares
5 transactions
Others Institutions Holding SCHF
# of Institutions
1,564Shares Held
1.5BCall Options Held
154KPut Options Held
0-
Northwestern Mutual Wealth Management CO286MShares$6.83 Billion4.51% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO186MShares$4.46 Billion12.09% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA157MShares$3.76 Billion7.01% of portfolio
-
Wealthfront Advisers LLC110MShares$2.63 Billion6.16% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.71 Billion11.16% of portfolio