Elser Financial Planning, Inc Schwab Strategic U.S. Reit ETF Transaction History
Elser Financial Planning, Inc
- $1.67 Trillion
- Q4 2024
A detailed history of Elser Financial Planning, Inc transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Elser Financial Planning, Inc holds 23,153 shares of SCHH stock, worth $511,218. This represents 0.03% of its overall portfolio holdings.
Number of Shares
23,153
Previous 23,153
-0.0%
Holding current value
$511,218
Previous $536 Million
9.11%
% of portfolio
0.03%
Previous 0.78%
Shares
2 transactions
Others Institutions Holding SCHH
# of Institutions
552Shares Held
177MCall Options Held
20.1KPut Options Held
81.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA53.8MShares$1.19 Billion2.39% of portfolio
-
Us Bancorp \De\28.4MShares$628 Million0.79% of portfolio
-
Creative Planning Overland Park, KS24.3MShares$536 Million0.5% of portfolio
-
Northwestern Mutual Wealth Management CO7.65MShares$169 Million0.14% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA7.23MShares$160 Million0.55% of portfolio