Bigelow Investment Advisors, LLC Schwab Strategic U.S. Reit ETF Transaction History
Bigelow Investment Advisors, LLC
- $203 Million
- Q1 2024
A detailed history of Bigelow Investment Advisors, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Bigelow Investment Advisors, LLC holds 24,147 shares of SCHH stock, worth $479,317. This represents 0.24% of its overall portfolio holdings.
Number of Shares
24,147
Previous 15,717
53.64%
Holding current value
$479,317
Previous $325,000
50.77%
% of portfolio
0.24%
Previous 0.18%
Shares
20 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