Impact Partnership Wealth, LLC Schwab Strategic U.S. Reit ETF Transaction History
Impact Partnership Wealth, LLC
- $252 Billion
- Q1 2024
A detailed history of Impact Partnership Wealth, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Impact Partnership Wealth, LLC holds 572 shares of SCHH stock, worth $12,074. This represents 0.0% of its overall portfolio holdings.
Number of Shares
572
Previous 572
-0.0%
Holding current value
$12,074
Previous $11.8 Million
1.98%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SCHH
# of Institutions
498Shares Held
250MCall Options Held
36KPut Options Held
1.6K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA53.9MShares$1.14 Billion1.5% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA50.7MShares$1.07 Billion2.32% of portfolio
-
Creative Planning Overland Park, KS28.5MShares$601 Million0.64% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA27.3MShares$577 Million0.13% of portfolio
-
Us Bancorp \De\26.1MShares$550 Million0.74% of portfolio