D.B. Root & Company, LLC Schwab Strategic U.S. Reit ETF Transaction History
D.B. Root & Company, LLC
- $292 Million
- Q1 2024
A detailed history of D.B. Root & Company, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, D.B. Root & Company, LLC holds 25,362 shares of SCHH stock, worth $505,971. This represents 0.18% of its overall portfolio holdings.
Number of Shares
25,362
Previous 25,422
0.24%
Holding current value
$505,971
Previous $526,000
2.28%
% of portfolio
0.18%
Previous 0.19%
Shares
22 transactions
Others Institutions Holding SCHH
# of Institutions
504Shares Held
248MCall Options Held
36KPut Options Held
1.6K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA53.9MShares$1.07 Billion1.5% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA50.7MShares$1.01 Billion2.32% of portfolio
-
Creative Planning Overland Park, KS28.5MShares$568 Million0.64% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA27.3MShares$546 Million0.13% of portfolio
-
Us Bancorp \De\26.1MShares$520 Million0.74% of portfolio