Shakespeare Wealth Management, Inc. Schwab Strategic Tr Intl Eqty Transaction History
Shakespeare Wealth Management, Inc.
- $371 Million
- Q2 2025
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 37,098 shares of SCHF stock, worth $880,335. This represents 0.22% of its overall portfolio holdings.
Number of Shares
37,098
Previous 34,398
7.85%
Holding current value
$880,335
Previous $680,000
20.44%
% of portfolio
0.22%
Previous 0.18%
Shares
4 transactions
Others Institutions Holding SCHF
# of Institutions
1,485Shares 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