Carter Financial Group, Inc. Schwab Strategic U.S. Reit ETF Transaction History
Carter Financial Group, Inc.
- $153 Billion
- Q2 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 69,364 shares of SCHH stock, worth $1.48 Million. This represents 0.96% of its overall portfolio holdings.
Number of Shares
69,364
Previous 37,556
84.69%
Holding current value
$1.48 Million
Previous $935,000
156877.54%
% of portfolio
0.96%
Previous 1.25%
Shares
2 transactions
Others Institutions Holding SCHH
# of Institutions
577Shares Held
178MCall Options Held
59.3KPut Options Held
15.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA55.5MShares$1.18 Billion2.35% of portfolio
-
Us Bancorp \De\30.5MShares$650 Million0.83% of portfolio
-
Creative Planning Overland Park, KS22.6MShares$482 Million0.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA7.87MShares$167 Million0.68% of portfolio
-
Northwestern Mutual Wealth Management CO7.86MShares$167 Million0.12% of portfolio