Watershed Private Wealth LLC Schwab Strategic U.S. Reit ETF Transaction History
Watershed Private Wealth LLC
- $235 Billion
- Q2 2024
A detailed history of Watershed Private Wealth LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Watershed Private Wealth LLC holds 41,224 shares of SCHH stock, worth $931,662. This represents 0.35% of its overall portfolio holdings.
Number of Shares
41,224
Previous 43,777
5.83%
Holding current value
$931,662
Previous $889 Million
7.36%
% of portfolio
0.35%
Previous 0.39%
Shares
7 transactions
Others Institutions Holding SCHH
# of Institutions
499Shares 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