Wr Wealth Planners, LLC Schwab Strategic U.S. Reit ETF Transaction History
Wr Wealth Planners, LLC
- $347 Million
- Q3 2024
A detailed history of Wr Wealth Planners, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 109 shares of SCHH stock, worth $2,471. This represents 0.0% of its overall portfolio holdings.
Number of Shares
109
Previous 109
-0.0%
Holding current value
$2,471
Previous $2,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SCHH
# of Institutions
518Shares Held
257MCall 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$1.2 Billion2.35% of portfolio
-
Us Bancorp \De\27.6MShares$626 Million0.83% of portfolio
-
Creative Planning Overland Park, KS25.7MShares$583 Million0.59% of portfolio
-
Northwestern Mutual Wealth Management CO7.72MShares$175 Million0.15% of portfolio