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 $1,756. This represents 0.0% of its overall portfolio holdings.
Number of Shares
88
Previous 2,061
95.73%
Holding current value
$1,756
Previous $84,000
98.81%
% of portfolio
0.0%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding SCHF
# of Institutions
1,379Shares Held
1.4BCall Options Held
38.7KPut Options Held
12.1K-
Northwestern Mutual Wealth Management CO335MShares$6.69 Billion5.26% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO181MShares$3.61 Billion11.33% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA172MShares$3.44 Billion6.73% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.42 Billion11.16% of portfolio
-
Creative Planning Overland Park, KS41.7MShares$833 Million0.75% of portfolio