Sugarloaf Wealth Management, LLC Schwab Strategic Tr Intl Eqty Transaction History
Sugarloaf Wealth Management, LLC
- $493 Million
- Q3 2024
A detailed history of Sugarloaf Wealth Management, LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 2,061 shares of SCHF stock, worth $39,406. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,061
Previous 2,017
2.18%
Holding current value
$39,406
Previous $77,000
9.09%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding SCHF
# of Institutions
1,267Shares Held
773MCall Options Held
80.7KPut Options Held
8.3K-
Northwestern Mutual Wealth Management CO155MShares$2.96 Billion5.68% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO82.7MShares$1.58 Billion11.54% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA81.1MShares$1.55 Billion6.84% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.36 Billion11.16% of portfolio
-
Wealthfront Advisers LLC50.6MShares$968 Million6.47% of portfolio