Shakespeare Wealth Management, Inc. Schwab Strategic Tr Intl Eqty Transaction History
Shakespeare Wealth Management, Inc.
- $371 Million
- Q1 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 34,398 shares of SCHF stock, worth $739,557. This represents 0.18% of its overall portfolio holdings.
Number of Shares
34,398
Previous 34,398
-0.0%
Holding current value
$739,557
Previous $636,000
6.92%
% of portfolio
0.18%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding SCHF
# of Institutions
1,412Shares Held
1.54BCall Options Held
52.9KPut Options Held
3.9K-
Northwestern Mutual Wealth Management CO348MShares$7.48 Billion5.68% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO185MShares$3.97 Billion12.0% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA170MShares$3.66 Billion7.25% of portfolio
-
Wealthfront Advisers LLC105MShares$2.25 Billion5.93% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.53 Billion11.16% of portfolio