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 $6,434. This represents 0.0% of its overall portfolio holdings.
Number of Shares
299
Previous 209
43.06%
Holding current value
$6,434
Previous $4,000
50.0%
% of portfolio
0.0%
Previous 0.0%
Shares
18 transactions
Others Institutions Holding SCHH
# of Institutions
550Shares Held
184MCall Options Held
21.9KPut Options Held
86.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA53.8MShares$1.16 Billion2.39% of portfolio
-
Us Bancorp \De\28.4MShares$612 Million0.79% of portfolio
-
Creative Planning Overland Park, KS24.3MShares$523 Million0.5% of portfolio
-
Brooklyn Fi, LLC New York, NY7.69MShares$165 Million0.88% of portfolio
-
Northwestern Mutual Wealth Management CO7.65MShares$165 Million0.14% of portfolio