M Wealth Management, LLC Schwab Strategic U.S. Reit ETF Transaction History
M Wealth Management, LLC
- $110 Billion
- Q4 2024
A detailed history of M Wealth Management, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, M Wealth Management, LLC holds 31,475 shares of SCHH stock, worth $679,230. This represents 0.61% of its overall portfolio holdings.
Number of Shares
31,475Holding current value
$679,230% of portfolio
0.61%Shares
1 transactions
Others Institutions Holding SCHH
# of Institutions
551Shares Held
184MCall Options Held
20.1KPut Options Held
81.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA53.8MShares$1.16 Billion2.39% of portfolio
-
Us Bancorp \De\28.4MShares$614 Million0.79% of portfolio
-
Creative Planning Overland Park, KS24.3MShares$524 Million0.5% of portfolio
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Brooklyn Fi, LLC New York, NY7.69MShares$166 Million0.88% of portfolio
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Northwestern Mutual Wealth Management CO7.65MShares$165 Million0.14% of portfolio