Simplicity Wealth,Llc Schwab Strategic Tr Intl Eqty Transaction History
Simplicity Wealth,Llc
- $1.04 Billion
- Q3 2024
A detailed history of Simplicity Wealth,Llc transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Simplicity Wealth,Llc holds 8,658 shares of SCHF stock, worth $171,947. This represents 0.03% of its overall portfolio holdings.
Number of Shares
8,658
Previous 64,286
86.53%
Holding current value
$171,947
Previous $2.47 Million
85.58%
% of portfolio
0.03%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding SCHF
# of Institutions
1,210Shares Held
860MCall Options Held
38.3KPut Options Held
600-
Northwestern Mutual Wealth Management CO147MShares$2.91 Billion5.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA118MShares$2.34 Billion0.87% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO80MShares$1.59 Billion11.44% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA78MShares$1.55 Billion6.68% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.42 Billion11.16% of portfolio