Atticus Wealth Management, LLC Schwab Strategic U.S. Reit ETF Transaction History
Atticus Wealth Management, LLC
- $271 Million
- Q1 2024
A detailed history of Atticus Wealth Management, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Atticus Wealth Management, LLC holds 148 shares of SCHH stock, worth $2,952. This represents 0.0% of its overall portfolio holdings.
Number of Shares
148
Previous 147
0.68%
Holding current value
$2,952
Previous $3,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
16 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