Carolinas Wealth Consulting LLC Schwab Strategic U.S. Reit ETF Transaction History
Carolinas Wealth Consulting LLC
- $577 Million
- Q3 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 $2,003. This represents 0.0% of its overall portfolio holdings.
Number of Shares
96
Previous 96
-0.0%
Holding current value
$2,003
Previous $1,000
100.0%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding SCHH
# of Institutions
533Shares Held
175MCall Options Held
22.2KPut Options Held
84.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA52.9MShares$1.1 Billion2.52% of portfolio
-
Us Bancorp \De\27.6MShares$576 Million0.83% of portfolio
-
Creative Planning Overland Park, KS25.7MShares$536 Million0.59% of portfolio
-
Northwestern Mutual Wealth Management CO7.55MShares$158 Million0.16% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.98MShares$146 Million0.58% of portfolio