Balanced Wealth Group LLC Schwab Strategic Tr Intl Eqty Transaction History
Balanced Wealth Group LLC
- $230 Billion
- Q2 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 11,452 shares of SCHF stock, worth $270,954. This represents 0.11% of its overall portfolio holdings.
Number of Shares
11,452
Previous 11,377
0.66%
Holding current value
$270,954
Previous $225 Million
10.88%
% of portfolio
0.11%
Previous 0.11%
Shares
4 transactions
Others Institutions Holding SCHF
# of Institutions
1,485Shares Held
1.54BCall Options Held
39.6KPut Options Held
0-
Northwestern Mutual Wealth Management CO332MShares$7.85 Billion5.41% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO184MShares$4.35 Billion12.25% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA160MShares$3.78 Billion7.08% of portfolio
-
Wealthfront Advisers LLC110MShares$2.6 Billion6.35% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.69 Billion11.16% of portfolio