Carolinas Wealth Consulting LLC Schwab Strategic U.S. Reit ETF Transaction History
Carolinas Wealth Consulting LLC
- $557 Million
- Q4 2024
A detailed history of Carolinas Wealth Consulting LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 96 shares of SCHH stock, worth $2,119. This represents 0.0% of its overall portfolio holdings.
Number of Shares
96
Previous 96
-0.0%
Holding current value
$2,119
Previous $2,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding SCHH
# of Institutions
552Shares Held
177MCall Options Held
20.1KPut Options Held
81.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA53.8MShares$1.19 Billion2.39% of portfolio
-
Us Bancorp \De\28.4MShares$628 Million0.79% of portfolio
-
Creative Planning Overland Park, KS24.3MShares$536 Million0.5% of portfolio
-
Northwestern Mutual Wealth Management CO7.65MShares$169 Million0.14% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA7.23MShares$160 Million0.55% of portfolio