Shakespeare Wealth Management, Inc. Schwab Strategic Tr Intl Eqty Transaction History
Shakespeare Wealth Management, Inc.
- $379 Million
- Q3 2024
A detailed history of Shakespeare Wealth Management, Inc. transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Shakespeare Wealth Management, Inc. holds 17,199 shares of SCHF stock, worth $335,552. This represents 0.19% of its overall portfolio holdings.
Number of Shares
17,199
Previous 17,199
-0.0%
Holding current value
$335,552
Previous $660,000
7.12%
% of portfolio
0.19%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding SCHF
# of Institutions
1,311Shares Held
1.01BCall Options Held
80.7KPut Options Held
8.3K-
Empower Advisory Group, LLC Greenwood Village, CO181MShares$3.53 Billion11.33% of portfolio
-
Northwestern Mutual Wealth Management CO155MShares$3.02 Billion5.68% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA81.1MShares$1.58 Billion6.84% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.39 Billion11.16% of portfolio
-
Wealthfront Advisers LLC50.6MShares$988 Million6.47% of portfolio