Balanced Wealth Group LLC Schwab Strategic Tr Intl Eqty Transaction History
Balanced Wealth Group LLC
- $226 Billion
- Q3 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 5,565 shares of SCHF stock, worth $107,515. This represents 0.1% of its overall portfolio holdings.
Number of Shares
5,565
Previous 5,565
-0.0%
Holding current value
$107,515
Previous $214 Million
6.97%
% of portfolio
0.1%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding SCHF
# of Institutions
1,296Shares Held
962MCall Options Held
80.7KPut Options Held
8.3K-
Empower Advisory Group, LLC Greenwood Village, CO181MShares$3.5 Billion11.33% of portfolio
-
Northwestern Mutual Wealth Management CO155MShares$2.99 Billion5.68% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA81.1MShares$1.57 Billion6.84% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.38 Billion11.16% of portfolio
-
Wealthfront Advisers LLC50.6MShares$978 Million6.47% of portfolio