Shakespeare Wealth Management, Inc. Schwab Strategic Tr Intl Eqty Transaction History
Shakespeare Wealth Management, Inc.
- $379 Million
- Q3 2024
A detailed history of Shakespeare Wealth Management, Inc. transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Shakespeare Wealth Management, Inc. holds 17,199 shares of SCHF stock, worth $319,041. This represents 0.19% of its overall portfolio holdings.
Number of Shares
17,199
Previous 17,199
-0.0%
Holding current value
$319,041
Previous $660,000
7.12%
% of portfolio
0.19%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding SCHF
# of Institutions
1,273Shares Held
774MCall Options Held
80.7KPut Options Held
8.3K-
Northwestern Mutual Wealth Management CO155MShares$2.87 Billion5.68% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO82.7MShares$1.53 Billion11.54% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA81.1MShares$1.5 Billion6.84% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.32 Billion11.16% of portfolio
-
Wealthfront Advisers LLC50.6MShares$939 Million6.47% of portfolio