Carolinas Wealth Consulting LLC Schwab Strategic U.S. Reit ETF Transaction History
Carolinas Wealth Consulting LLC
- $535 Million
- Q1 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 $1,911. This represents 0.0% of its overall portfolio holdings.
Number of Shares
96
Previous 96
-0.0%
Holding current value
$1,911
Previous $1,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
4 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