Discipline Wealth Solutions, LLC Schwab Strategic U.S. Reit ETF Transaction History
Discipline Wealth Solutions, LLC
- $207 Million
- Q4 2024
A detailed history of Discipline Wealth Solutions, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 20,345 shares of SCHH stock, worth $433,348. This represents 0.21% of its overall portfolio holdings.
Number of Shares
20,345Holding current value
$433,348% of portfolio
0.21%Shares
1 transactions
Others Institutions Holding SCHH
# of Institutions
558Shares Held
177MCall Options Held
20.1KPut Options Held
81.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA53.8MShares$1.15 Billion2.39% of portfolio
-
Us Bancorp \De\28.4MShares$606 Million0.79% of portfolio
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Creative Planning Overland Park, KS24.3MShares$517 Million0.5% of portfolio
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Northwestern Mutual Wealth Management CO7.65MShares$163 Million0.14% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA7.23MShares$154 Million0.55% of portfolio