Bridge Generations Wealth Management LLC Schwab Strategic U.S. Reit ETF Transaction History
Bridge Generations Wealth Management LLC
- $159 Billion
- Q1 2025
A detailed history of Bridge Generations Wealth Management LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Bridge Generations Wealth Management LLC holds 227 shares of SCHH stock, worth $4,832. This represents 0.0% of its overall portfolio holdings.
Number of Shares
227
Previous 89
155.06%
Holding current value
$4,832
Previous $1.87 Million
160.94%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHH
# of Institutions
555Shares Held
177MCall Options Held
18.2KPut Options Held
7.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA54.2MShares$1.15 Billion2.51% of portfolio
-
Us Bancorp \De\29.8MShares$635 Million0.87% of portfolio
-
Creative Planning Overland Park, KS23.4MShares$498 Million0.48% of portfolio
-
Northwestern Mutual Wealth Management CO7.66MShares$163 Million0.14% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA7.48MShares$159 Million0.68% of portfolio