Capital Wealth Planning, LLC Schwab Strategic U.S. Reit ETF Transaction History
Capital Wealth Planning, LLC
- $9.25 Billion
- Q1 2024
Shares
6 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$1.08 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$569 Million0.64% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA27.3MShares$546 Million0.13% of portfolio
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Us Bancorp \De\26.1MShares$521 Million0.74% of portfolio