Carter Financial Group, Inc. Schwab Strategic U.S. Reit ETF Transaction History
Carter Financial Group, Inc.
- $166 Billion
- Q3 2025
A detailed history of Carter Financial Group, Inc. transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Carter Financial Group, Inc. holds 76,815 shares of SCHH stock, worth $1.63 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
76,815
Previous 69,364
10.74%
Holding current value
$1.63 Million
Previous $1.47 Billion
12.89%
% of portfolio
1.0%
Previous 0.96%
Shares
3 transactions
Others Institutions Holding SCHH
# of Institutions
603Shares Held
182MCall Options Held
24.3KPut Options Held
21.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA57.1MShares$1.21 Billion2.36% of portfolio
-
Us Bancorp \De\32.1MShares$680 Million0.83% of portfolio
-
Creative Planning Overland Park, KS21.7MShares$460 Million0.36% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA8.36MShares$177 Million0.76% of portfolio
-
Northwestern Mutual Wealth Management CO7.45MShares$158 Million0.11% of portfolio