Cypress Financial Planning LLC Schwab Strategic U.S. Reit ETF Transaction History
Cypress Financial Planning LLC
- $270 Million
- Q4 2024
A detailed history of Cypress Financial Planning LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Cypress Financial Planning LLC holds 11,530 shares of SCHH stock, worth $248,125. This represents 0.09% of its overall portfolio holdings.
Number of Shares
11,530
Previous 10,412
10.74%
Holding current value
$248,125
Previous $241,000
0.41%
% of portfolio
0.09%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding SCHH
# of Institutions
550Shares Held
184MCall Options Held
21.9KPut Options Held
86.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA53.8MShares$1.16 Billion2.39% of portfolio
-
Us Bancorp \De\28.4MShares$612 Million0.79% of portfolio
-
Creative Planning Overland Park, KS24.3MShares$523 Million0.5% of portfolio
-
Brooklyn Fi, LLC New York, NY7.69MShares$165 Million0.88% of portfolio
-
Northwestern Mutual Wealth Management CO7.65MShares$165 Million0.14% of portfolio