Discipline Wealth Solutions, LLC Schwab Strategic U.S. Reit ETF Transaction History
Discipline Wealth Solutions, LLC
- $246 Million
- Q2 2025
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 20,593 shares of SCHH stock, worth $438,424. This represents 0.18% of its overall portfolio holdings.
Number of Shares
20,593
Previous 20,439
0.75%
Holding current value
$438,424
Previous $439,000
0.91%
% of portfolio
0.18%
Previous 0.22%
Shares
3 transactions
Others Institutions Holding SCHH
# of Institutions
577Shares Held
178MCall Options Held
59.3KPut Options Held
15.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA55.5MShares$1.18 Billion2.35% of portfolio
-
Us Bancorp \De\30.5MShares$650 Million0.83% of portfolio
-
Creative Planning Overland Park, KS22.6MShares$482 Million0.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA7.87MShares$167 Million0.68% of portfolio
-
Northwestern Mutual Wealth Management CO7.86MShares$167 Million0.12% of portfolio