Clear Investment Research, LLC Schwab Strategic U.S. Reit ETF Transaction History
Clear Investment Research, LLC
- $74.1 Million
- Q1 2024
A detailed history of Clear Investment Research, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Clear Investment Research, LLC holds 8,783 shares of SCHH stock, worth $175,220. This represents 0.24% of its overall portfolio holdings.
Number of Shares
8,783
Previous 10,201
13.9%
Holding current value
$175,220
Previous $211,000
15.64%
% of portfolio
0.24%
Previous 0.3%
Shares
13 transactions
Others Institutions Holding SCHH
# of Institutions
504Shares 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$568 Million0.64% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA27.3MShares$546 Million0.13% of portfolio
-
Us Bancorp \De\26.1MShares$520 Million0.74% of portfolio