Bogart Wealth, LLC Schwab Strategic U.S. Reit ETF Transaction History
Bogart Wealth, LLC
- $2.1 Billion
- Q4 2024
A detailed history of Bogart Wealth, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Bogart Wealth, LLC holds 67 shares of SCHH stock, worth $1,443. This represents 0.0% of its overall portfolio holdings.
Number of Shares
67
Previous 67
-0.0%
Holding current value
$1,443
Previous $1,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
11 transactions
Others Institutions Holding SCHH
# of Institutions
556Shares Held
177MCall Options Held
20.1KPut Options Held
81.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA53.8MShares$1.16 Billion2.39% of portfolio
-
Us Bancorp \De\28.4MShares$613 Million0.79% of portfolio
-
Creative Planning Overland Park, KS24.3MShares$524 Million0.5% of portfolio
-
Northwestern Mutual Wealth Management CO7.65MShares$165 Million0.14% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA7.23MShares$156 Million0.55% of portfolio