Clearview Wealth Advisors LLC Schwab Strategic U.S. Reit ETF Transaction History
Clearview Wealth Advisors LLC
- $131 Million
- Q1 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 57,030 shares of SCHH stock, worth $1.2 Million. This represents 0.93% of its overall portfolio holdings.
Number of Shares
57,030
Previous 57,624
1.03%
Holding current value
$1.2 Million
Previous $1.21 Million
1.07%
% of portfolio
0.93%
Previous 0.93%
Shares
4 transactions
Others Institutions Holding SCHH
# of Institutions
557Shares Held
177MCall Options Held
20.1KPut Options Held
81.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA53.8MShares$1.13 Billion2.39% of portfolio
-
Us Bancorp \De\28.4MShares$598 Million0.79% of portfolio
-
Creative Planning Overland Park, KS24.3MShares$511 Million0.5% of portfolio
-
Northwestern Mutual Wealth Management CO7.65MShares$161 Million0.14% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA7.48MShares$157 Million0.68% of portfolio