Diversify Wealth Management, LLC Schwab Strategic Tr Intl Eqty Transaction History
Diversify Wealth Management, LLC
- $1.04 Trillion
- Q3 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 166,964 shares of SCHF stock, worth $3.27 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
166,964
Previous 12,694
1215.3%
Holding current value
$3.27 Million
Previous $469 Million
599.98%
% of portfolio
0.32%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding SCHF
# of Institutions
1,234Shares Held
871MCall Options Held
38.3KPut Options Held
600-
Northwestern Mutual Wealth Management CO147MShares$2.87 Billion5.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA118MShares$2.31 Billion0.87% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO82.7MShares$1.62 Billion11.54% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA78MShares$1.53 Billion6.68% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.4 Billion11.16% of portfolio