Rooted Wealth Advisors, Inc. Schwab Strategic U.S. Reit ETF Transaction History
Rooted Wealth Advisors, Inc.
- $227 Million
- Q2 2024
A detailed history of Rooted Wealth Advisors, Inc. transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 31,831 shares of SCHH stock, worth $719,380. This represents 0.3% of its overall portfolio holdings.
Number of Shares
31,831
Previous 32,134
0.94%
Holding current value
$719,380
Previous $634,000
6.31%
% of portfolio
0.3%
Previous 0.31%
Shares
7 transactions
Others Institutions Holding SCHH
# of Institutions
500Shares Held
255MCall Options Held
28.4KPut Options Held
83.1K-
Charles Schwab Investment Management Inc San Francisco, CA84.7MShares$1.92 Billion0.33% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA52.8MShares$1.19 Billion2.35% of portfolio
-
Us Bancorp \De\27.3MShares$616 Million0.75% of portfolio
-
Creative Planning Overland Park, KS27.3MShares$616 Million0.58% of portfolio
-
Northwestern Mutual Wealth Management CO7.72MShares$174 Million0.15% of portfolio