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 $1,978. This represents 0.0% of its overall portfolio holdings.
Number of Shares
88
Previous 2,061
95.73%
Holding current value
$1,978
Previous $84,000
98.81%
% of portfolio
0.0%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding SCHF
# of Institutions
1,476Shares Held
1.56BCall Options Held
39.6KPut Options Held
0-
Northwestern Mutual Wealth Management CO332MShares$7.46 Billion5.41% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO184MShares$4.14 Billion12.25% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA160MShares$3.6 Billion7.08% of portfolio
-
Wealthfront Advisers LLC110MShares$2.47 Billion6.35% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.6 Billion11.16% of portfolio