Capital Directions Investment Advisors, LLC Schwab Strategic U.S. Reit ETF Transaction History
Capital Directions Investment Advisors, LLC
- $268 Million
- Q4 2022
A detailed history of Capital Directions Investment Advisors, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Capital Directions Investment Advisors, LLC holds 1,582 shares of SCHH stock, worth $36,560. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,582
Previous 0
Infinity%
Holding current value
$36,560
Previous $30,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
14 transactions
Others Institutions Holding SCHH
# of Institutions
532Shares Held
175MCall Options Held
22.2KPut Options Held
84.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA52.9MShares$1.22 Billion2.52% of portfolio
-
Us Bancorp \De\27.6MShares$638 Million0.83% of portfolio
-
Creative Planning Overland Park, KS25.7MShares$594 Million0.59% of portfolio
-
Northwestern Mutual Wealth Management CO7.55MShares$174 Million0.16% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.98MShares$161 Million0.58% of portfolio