Sugarloaf Wealth Management, LLC Schwab Strategic Tr Intl Eqty Transaction History
Sugarloaf Wealth Management, LLC
- $480 Million
- Q4 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 88 shares of SCHF stock, worth $1,701. This represents 0.0% of its overall portfolio holdings.
Number of Shares
88
Previous 2,061
95.73%
Holding current value
$1,701
Previous $84,000
98.81%
% of portfolio
0.0%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding SCHF
# of Institutions
1,292Shares Held
855MCall Options Held
80.7KPut Options Held
8.3K-
Empower Advisory Group, LLC Greenwood Village, CO181MShares$3.5 Billion11.33% of portfolio
-
Northwestern Mutual Wealth Management CO155MShares$2.99 Billion5.68% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA81.1MShares$1.57 Billion6.84% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.38 Billion11.16% of portfolio
-
Wealthfront Advisers LLC50.6MShares$979 Million6.47% of portfolio