Shakespeare Wealth Management, Inc. Schwab Strategic Tr Intl Eqty Transaction History
Shakespeare Wealth Management, Inc.
- $369 Million
- Q4 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 34,398 shares of SCHF stock, worth $699,311. This represents 0.17% of its overall portfolio holdings.
Number of Shares
34,398
Previous 17,199
100.0%
Holding current value
$699,311
Previous $707,000
10.04%
% of portfolio
0.17%
Previous 0.19%
Shares
3 transactions
Others Institutions Holding SCHF
# of Institutions
1,377Shares Held
1.4BCall Options Held
38.7KPut Options Held
12.1K-
Northwestern Mutual Wealth Management CO335MShares$6.81 Billion5.26% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO181MShares$3.68 Billion11.33% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA172MShares$3.5 Billion6.73% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.45 Billion11.16% of portfolio
-
Creative Planning Overland Park, KS41.7MShares$849 Million0.75% of portfolio