Capital Asset Advisory Services LLC Schwab Strategic U.S. Reit ETF Transaction History
Capital Asset Advisory Services LLC
- $2.01 Billion
- Q3 2024
Shares
6 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$1.1 Billion2.52% of portfolio
-
Us Bancorp \De\27.6MShares$576 Million0.83% of portfolio
-
Creative Planning Overland Park, KS25.7MShares$536 Million0.59% of portfolio
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Northwestern Mutual Wealth Management CO7.55MShares$158 Million0.16% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA6.98MShares$146 Million0.58% of portfolio