Evensky & Katz LLC Schwab Strategic U.S. Reit ETF Transaction History
Evensky & Katz LLC
- $1.54 Billion
- Q3 2024
Shares
15 transactions
Others Institutions Holding SCHH
# of Institutions
530Shares Held
175MCall Options Held
22.2KPut Options Held
84.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA52.9MShares$1.18 Billion2.52% of portfolio
-
Us Bancorp \De\27.6MShares$613 Million0.83% of portfolio
-
Creative Planning Overland Park, KS25.7MShares$571 Million0.59% of portfolio
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Northwestern Mutual Wealth Management CO7.55MShares$168 Million0.16% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA6.98MShares$155 Million0.58% of portfolio