Balanced Wealth Group LLC Schwab Strategic Tr Intl Eqty Transaction History
Balanced Wealth Group LLC
- $223 Billion
- Q4 2024
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 11,377 shares of SCHF stock, worth $225,150. This represents 0.1% of its overall portfolio holdings.
Number of Shares
11,377
Previous 5,565
104.44%
Holding current value
$225,150
Previous $229 Million
3.94%
% of portfolio
0.1%
Previous 0.1%
Shares
3 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