Cypress Point Wealth Management, LLC Schwab Strategic U.S. Reit ETF Transaction History
Cypress Point Wealth Management, LLC
- $361 Million
- Q2 2025
A detailed history of Cypress Point Wealth Management, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Cypress Point Wealth Management, LLC holds 176,210 shares of SCHH stock, worth $3.82 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
176,210
Previous 166,734
5.68%
Holding current value
$3.82 Million
Previous $3.55 Million
4.98%
% of portfolio
1.03%
Previous 1.3%
Shares
19 transactions
Others Institutions Holding SCHH
# of Institutions
561Shares Held
179MCall Options Held
18.2KPut Options Held
7.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA54.2MShares$1.17 Billion2.51% of portfolio
-
Us Bancorp \De\30.5MShares$662 Million0.83% of portfolio
-
Creative Planning Overland Park, KS23.4MShares$507 Million0.48% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA7.87MShares$170 Million0.68% of portfolio
-
Northwestern Mutual Wealth Management CO7.66MShares$166 Million0.14% of portfolio