Apcm Wealth Management For Individuals Schwab Strategic U.S. Reit ETF Transaction History
Apcm Wealth Management For Individuals
- $661 Million
- Q1 2024
A detailed history of Apcm Wealth Management For Individuals transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Apcm Wealth Management For Individuals holds 60,962 shares of SCHH stock, worth $1.21 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
60,962
Previous 58,327
4.52%
Holding current value
$1.21 Million
Previous $1.21 Million
2.49%
% of portfolio
0.19%
Previous 0.2%
Shares
25 transactions
Others Institutions Holding SCHH
# of Institutions
505Shares 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$565 Million0.64% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA27.3MShares$543 Million0.13% of portfolio
-
Us Bancorp \De\26.1MShares$518 Million0.74% of portfolio