Clearview Wealth Advisors LLC Schwab Strategic U.S. Reit ETF Transaction History
Clearview Wealth Advisors LLC
- $139 Million
- Q2 2025
A detailed history of Clearview Wealth Advisors LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Clearview Wealth Advisors LLC holds 57,696 shares of SCHH stock, worth $1.23 Million. This represents 0.88% of its overall portfolio holdings.
Number of Shares
57,696
Previous 57,030
1.17%
Holding current value
$1.23 Million
Previous $1.23 Million
0.49%
% of portfolio
0.88%
Previous 0.93%
Shares
5 transactions
Others Institutions Holding SCHH
# of Institutions
559Shares Held
179MCall Options Held
18.2KPut Options Held
7.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA54.2MShares$1.15 Billion2.51% of portfolio
-
Us Bancorp \De\30.5MShares$649 Million0.83% of portfolio
-
Creative Planning Overland Park, KS23.4MShares$497 Million0.48% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA7.87MShares$167 Million0.68% of portfolio
-
Northwestern Mutual Wealth Management CO7.66MShares$163 Million0.14% of portfolio