Balanced Wealth Group LLC Schwab Strategic Tr Intl Eqty Transaction History
Balanced Wealth Group LLC
- $223 Billion
- Q4 2024
A detailed history of Balanced Wealth Group LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Balanced Wealth Group LLC holds 11,377 shares of SCHF stock, worth $221,282. This represents 0.1% of its overall portfolio holdings.
Number of Shares
11,377
Previous 5,565
104.44%
Holding current value
$221,282
Previous $229 Million
3.94%
% of portfolio
0.1%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding SCHF
# of Institutions
1,318Shares Held
987MCall Options Held
80.7KPut Options Held
8.3K-
Empower Advisory Group, LLC Greenwood Village, CO181MShares$3.52 Billion11.33% of portfolio
-
Northwestern Mutual Wealth Management CO155MShares$3.01 Billion5.68% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA81.1MShares$1.58 Billion6.84% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.39 Billion11.16% of portfolio
-
Ci Private Wealth, LLC Miami, FL22.5MShares$438 Million0.63% of portfolio