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 $247,318. This represents 0.09% of its overall portfolio holdings.
Number of Shares
11,530
Previous 10,412
10.74%
Holding current value
$247,318
Previous $241,000
0.41%
% of portfolio
0.09%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding SCHH
# of Institutions
530Shares Held
176MCall Options Held
22.2KPut Options Held
84.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA52.9MShares$1.14 Billion2.52% of portfolio
-
Us Bancorp \De\28.4MShares$610 Million0.79% of portfolio
-
Creative Planning Overland Park, KS25.7MShares$551 Million0.59% of portfolio
-
Northwestern Mutual Wealth Management CO7.55MShares$162 Million0.16% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.98MShares$150 Million0.58% of portfolio