Capital Insight Partners, LLC Schwab Strategic U.S. Reit ETF Transaction History
Capital Insight Partners, LLC
- $529 Million
- Q1 2024
A detailed history of Capital Insight Partners, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Capital Insight Partners, LLC holds 49,032 shares of SCHH stock, worth $976,227. This represents 0.19% of its overall portfolio holdings.
Number of Shares
49,032
Previous 50,184
2.3%
Holding current value
$976,227
Previous $1.04 Million
4.23%
% of portfolio
0.19%
Previous 0.21%
Shares
18 transactions
Others Institutions Holding SCHH
# of Institutions
503Shares 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$567 Million0.64% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA27.3MShares$544 Million0.13% of portfolio
-
Us Bancorp \De\26.1MShares$519 Million0.74% of portfolio