Baldrige Asset Management LLC Schwab Strategic U.S. Reit ETF Transaction History
Baldrige Asset Management LLC
- $244 Million
- Q1 2023
A detailed history of Baldrige Asset Management LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Baldrige Asset Management LLC holds 21,200 shares of SCHH stock, worth $451,348. This represents 0.17% of its overall portfolio holdings.
Number of Shares
21,200
Previous 20,719
2.32%
Holding current value
$451,348
Previous $400,000
3.25%
% of portfolio
0.17%
Previous 0.18%
Shares
17 transactions
Others Institutions Holding SCHH
# of Institutions
555Shares Held
177MCall Options Held
18.2KPut Options Held
7.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA54.2MShares$1.15 Billion2.51% of portfolio
-
Us Bancorp \De\29.8MShares$635 Million0.87% of portfolio
-
Creative Planning Overland Park, KS23.4MShares$498 Million0.48% of portfolio
-
Northwestern Mutual Wealth Management CO7.66MShares$163 Million0.14% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA7.48MShares$159 Million0.68% of portfolio