Elser Financial Planning, Inc Schwab Strategic U.S. Reit ETF Transaction History
Elser Financial Planning, Inc
- $68.9 Billion
- Q3 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 $512,375. This represents 0.78% of its overall portfolio holdings.
Number of Shares
23,153
Previous 22,781
1.63%
Holding current value
$512,375
Previous $455 Million
17.92%
% of portfolio
0.78%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding SCHH
# of Institutions
515Shares Held
256MCall Options Held
28.4KPut Options Held
83.1K-
Charles Schwab Investment Management Inc San Francisco, CA84.7MShares$1.88 Billion0.33% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA52.8MShares$1.17 Billion2.35% of portfolio
-
Us Bancorp \De\27.6MShares$611 Million0.83% of portfolio
-
Creative Planning Overland Park, KS25.7MShares$569 Million0.59% of portfolio
-
Northwestern Mutual Wealth Management CO7.72MShares$171 Million0.15% of portfolio