Charles Schwab Investment Management Inc Seven Hills Realty Trust Transaction History
Charles Schwab Investment Management Inc
- $557 Billion
- Q2 2025
A detailed history of Charles Schwab Investment Management Inc transactions in Seven Hills Realty Trust stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 42,941 shares of SEVN stock, worth $405,363. This represents 0.0% of its overall portfolio holdings.
Number of Shares
42,941
Previous 36,640
17.2%
Holding current value
$405,363
Previous $457,000
13.35%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding SEVN
# of Institutions
67Shares Held
4.34MCall Options Held
12.9KPut Options Held
0-
Black Rock Inc. New York, NY815KShares$7.7 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA773KShares$7.3 Million0.0% of portfolio
-
Morgan Stanley New York, NY747KShares$7.05 Million0.0% of portfolio
-
Geode Capital Management, LLC Boston, MA350KShares$3.3 Million0.0% of portfolio
-
Independent Advisor Alliance271KShares$2.56 Million0.1% of portfolio
About Seven Hills Realty Trust
- Ticker SEVN
- Exchange NASDAQ
- Sector Real Estate
- Industry REIT—Mortgage
- Shares Outstandng 14,709,400
- Market Cap $139M
- Description
- Seven Hills Realty Trust, a real estate investment trust, focuses on originating and investing in first mortgage loans secured by middle market and transitional commercial real estate in the United States. The company has elected to be taxed as a real estate investment trust. As a result, it would not be subject to corporate income tax on that p...