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 $3.62 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
187,331
Previous 166,964
12.2%
Holding current value
$3.62 Million
Previous $3.29 Billion
4.9%
% of portfolio
0.27%
Previous 0.32%
Shares
3 transactions
Others Institutions Holding SCHF
# of Institutions
1,290Shares Held
853MCall Options Held
80.7KPut Options Held
8.3K-
Northwestern Mutual Wealth Management CO155MShares$2.99 Billion5.68% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO82.7MShares$1.6 Billion11.54% 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$979 Million6.47% of portfolio