Dodds Wealth, LLC Schwab Strategic U.S. Reit ETF Transaction History
Dodds Wealth, LLC
- $300 Billion
- Q3 2024
A detailed history of Dodds Wealth, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Dodds Wealth, LLC holds 9,521 shares of SCHH stock, worth $213,651. This represents 0.07% of its overall portfolio holdings.
Number of Shares
9,521
Previous 15,742
39.52%
Holding current value
$213,651
Previous $314 Million
32.36%
% of portfolio
0.07%
Previous 0.12%
Shares
4 transactions
Others Institutions Holding SCHH
# of Institutions
531Shares Held
175MCall Options Held
22.2KPut Options Held
84.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA52.9MShares$1.19 Billion2.52% of portfolio
-
Us Bancorp \De\27.6MShares$619 Million0.83% of portfolio
-
Creative Planning Overland Park, KS25.7MShares$577 Million0.59% of portfolio
-
Northwestern Mutual Wealth Management CO7.55MShares$169 Million0.16% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.98MShares$157 Million0.58% of portfolio