Clearview Wealth Advisors LLC Schwab Strategic U.S. Reit ETF Transaction History
Clearview Wealth Advisors LLC
- $129 Million
- Q3 2024
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 57,393 shares of SCHH stock, worth $1.31 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
57,393
Previous 55,695
3.05%
Holding current value
$1.31 Million
Previous $1.11 Million
19.51%
% of portfolio
1.03%
Previous 0.98%
Shares
2 transactions
Others Institutions Holding SCHH
# of Institutions
531Shares Held
175MCall Options Held
22.2KPut Options Held
84.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA52.9MShares$1.2 Billion2.52% of portfolio
-
Us Bancorp \De\27.6MShares$627 Million0.83% of portfolio
-
Creative Planning Overland Park, KS25.7MShares$584 Million0.59% of portfolio
-
Northwestern Mutual Wealth Management CO7.55MShares$172 Million0.16% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.98MShares$159 Million0.58% of portfolio