Black Diamond Financial, LLC Schwab Strategic U.S. Reit ETF Transaction History
Black Diamond Financial, LLC
- $667 Million
- Q4 2024
A detailed history of Black Diamond Financial, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Black Diamond Financial, LLC holds 117,797 shares of SCHH stock, worth $2.6 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
117,797
Previous 83,755
40.64%
Holding current value
$2.6 Million
Previous $1.94 Million
27.84%
% of portfolio
0.37%
Previous 0.33%
Shares
24 transactions
Others Institutions Holding SCHH
# of Institutions
552Shares Held
177MCall Options Held
20.1KPut Options Held
81.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA53.8MShares$1.19 Billion2.39% of portfolio
-
Us Bancorp \De\28.4MShares$628 Million0.79% of portfolio
-
Creative Planning Overland Park, KS24.3MShares$536 Million0.5% of portfolio
-
Northwestern Mutual Wealth Management CO7.65MShares$169 Million0.14% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA7.23MShares$160 Million0.55% of portfolio