Allen Capital Group, LLC Schwab Strategic U.S. Reit ETF Transaction History
Allen Capital Group, LLC
- $752 Million
- Q1 2024
A detailed history of Allen Capital Group, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Allen Capital Group, LLC holds 16,574 shares of SCHH stock, worth $330,651. This represents 0.04% of its overall portfolio holdings.
Number of Shares
16,574
Previous 16,633
0.35%
Holding current value
$330,651
Previous $344,000
2.33%
% of portfolio
0.04%
Previous 0.05%
Shares
15 transactions
Others Institutions Holding SCHH
# of Institutions
504Shares Held
248MCall Options Held
36KPut Options Held
1.6K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA53.9MShares$1.07 Billion1.5% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA50.7MShares$1.01 Billion2.32% of portfolio
-
Creative Planning Overland Park, KS28.5MShares$568 Million0.64% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA27.3MShares$546 Million0.13% of portfolio
-
Us Bancorp \De\26.1MShares$520 Million0.74% of portfolio