Bartlett & Co. Wealth Management LLC Schwab Strategic U.S. Reit ETF Transaction History
Bartlett & Co. Wealth Management LLC
- $6.97 Trillion
- Q3 2024
A detailed history of Bartlett & Co. Wealth Management LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 4,301 shares of SCHH stock, worth $89,847. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,301
Previous 4,501
4.44%
Holding current value
$89,847
Previous $90.7 Million
9.82%
% of portfolio
0.0%
Previous 0.0%
Shares
11 transactions
Others Institutions Holding SCHH
# of Institutions
533Shares Held
175MCall Options Held
22.2KPut Options Held
84.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA52.9MShares$1.11 Billion2.52% of portfolio
-
Us Bancorp \De\27.6MShares$576 Million0.83% of portfolio
-
Creative Planning Overland Park, KS25.7MShares$537 Million0.59% of portfolio
-
Northwestern Mutual Wealth Management CO7.55MShares$158 Million0.16% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.98MShares$146 Million0.58% of portfolio