Blue Bell Private Wealth Management, LLC Schwab Strategic U.S. Reit ETF Transaction History
Blue Bell Private Wealth Management, LLC
- $442 Million
- Q1 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 209 shares of SCHH stock, worth $4,169. This represents 0.0% of its overall portfolio holdings.
Number of Shares
209
Previous 209
-0.0%
Holding current value
$4,169
Previous $4,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
17 transactions
Others Institutions Holding SCHH
# of Institutions
504Shares 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$568 Million0.64% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA27.3MShares$546 Million0.13% of portfolio
-
Us Bancorp \De\26.1MShares$520 Million0.74% of portfolio