Diversify Wealth Management, LLC Schwab Strategic Tr Intl Eqty Transaction History
Diversify Wealth Management, LLC
- $1.62 Trillion
- Q2 2025
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 160,045 shares of SCHF stock, worth $3.8 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
160,045
Previous 161,846
1.11%
Holding current value
$3.8 Million
Previous $3.33 Billion
8.78%
% of portfolio
0.22%
Previous 0.25%
Shares
5 transactions
Others Institutions Holding SCHF
# of Institutions
1,486Shares Held
1.54BCall Options Held
39.6KPut Options Held
0-
Northwestern Mutual Wealth Management CO332MShares$7.87 Billion5.41% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO184MShares$4.37 Billion12.25% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA160MShares$3.8 Billion7.08% of portfolio
-
Wealthfront Advisers LLC110MShares$2.6 Billion6.35% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.69 Billion11.16% of portfolio