Ballast Advisors LLC Schwab Strategic U.S. Reit ETF Transaction History
Ballast Advisors LLC
- $314 Million
- Q2 2024
A detailed history of Ballast Advisors LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Ballast Advisors LLC holds 96,310 shares of SCHH stock, worth $2.23 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
96,310
Previous 92,039
4.64%
Holding current value
$2.23 Million
Previous $1.87 Million
2.94%
% of portfolio
0.61%
Previous 0.63%
Shares
19 transactions
Others Institutions Holding SCHH
# of Institutions
513Shares Held
254MCall Options Held
28.4KPut Options Held
83.1K-
Charles Schwab Investment Management Inc San Francisco, CA84.7MShares$1.97 Billion0.33% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA52.8MShares$1.22 Billion2.35% of portfolio
-
Us Bancorp \De\27.3MShares$633 Million0.75% of portfolio
-
Creative Planning Overland Park, KS25.7MShares$596 Million0.59% of portfolio
-
Northwestern Mutual Wealth Management CO7.72MShares$179 Million0.15% of portfolio