Blue Bell Private Wealth Management, LLC Schwab Strategic U.S. Reit ETF Transaction History
Blue Bell Private Wealth Management, LLC
- $500 Million
- Q4 2024
A detailed history of Blue Bell Private Wealth Management, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 299 shares of SCHH stock, worth $6,425. This represents 0.0% of its overall portfolio holdings.
Number of Shares
299
Previous 209
43.06%
Holding current value
$6,425
Previous $4,000
50.0%
% of portfolio
0.0%
Previous 0.0%
Shares
18 transactions
Others Institutions Holding SCHH
# of Institutions
533Shares Held
175MCall Options Held
22.2KPut Options Held
84.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA52.9MShares$1.14 Billion2.52% of portfolio
-
Us Bancorp \De\28.4MShares$611 Million0.79% of portfolio
-
Creative Planning Overland Park, KS25.7MShares$552 Million0.59% of portfolio
-
Northwestern Mutual Wealth Management CO7.55MShares$162 Million0.16% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA7.23MShares$155 Million0.55% of portfolio