Savvy Advisors, Inc. Schwab Strategic U.S. Reit ETF Transaction History
Savvy Advisors, Inc.
- $173 Billion
- Q1 2024
A detailed history of Savvy Advisors, Inc. transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Savvy Advisors, Inc. holds 12,924 shares of SCHH stock, worth $275,539. This represents 0.15% of its overall portfolio holdings.
Number of Shares
12,924
Previous 15,645
17.39%
Holding current value
$275,539
Previous $324 Million
19.03%
% of portfolio
0.15%
Previous 0.31%
Shares
2 transactions
Others Institutions Holding SCHH
# of Institutions
503Shares Held
250MCall Options Held
36KPut Options Held
1.6K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA53.9MShares$1.15 Billion1.5% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA50.7MShares$1.08 Billion2.32% of portfolio
-
Creative Planning Overland Park, KS28.5MShares$607 Million0.64% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA27.3MShares$583 Million0.13% of portfolio
-
Us Bancorp \De\26.1MShares$556 Million0.74% of portfolio