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 $3.74 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
187,331
Previous 166,964
12.2%
Holding current value
$3.74 Million
Previous $3.29 Billion
4.9%
% of portfolio
0.27%
Previous 0.32%
Shares
3 transactions
Others Institutions Holding SCHF
# of Institutions
1,382Shares Held
1.51BCall Options Held
38.7KPut Options Held
12.1K-
Northwestern Mutual Wealth Management CO335MShares$6.69 Billion5.26% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO181MShares$3.61 Billion11.33% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA172MShares$3.44 Billion6.73% of portfolio
-
Wealthfront Advisers LLC107MShares$2.14 Billion5.84% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.42 Billion11.16% of portfolio