Cypress Financial Planning LLC Schwab Strategic U.S. Reit ETF Transaction History
Cypress Financial Planning LLC
- $270 Million
- Q3 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 10,412 shares of SCHH stock, worth $217,194. This represents 0.09% of its overall portfolio holdings.
Number of Shares
10,412Holding current value
$217,194% of portfolio
0.09%Shares
1 transactions
Others Institutions Holding SCHH
# of Institutions
533Shares Held
175MCall Options Held
22.2KPut Options Held
84.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA52.9MShares$1.1 Billion2.52% of portfolio
-
Us Bancorp \De\27.6MShares$576 Million0.83% of portfolio
-
Creative Planning Overland Park, KS25.7MShares$536 Million0.59% of portfolio
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Northwestern Mutual Wealth Management CO7.55MShares$157 Million0.16% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA6.98MShares$146 Million0.58% of portfolio