Evermay Wealth Management LLC Schwab Strategic U.S. Reit ETF Transaction History
Evermay Wealth Management LLC
- $806 Million
- Q2 2025
A detailed history of Evermay Wealth Management LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Evermay Wealth Management LLC holds 1,015 shares of SCHH stock, worth $21,873. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,015Holding current value
$21,873% of portfolio
0.0%Shares
1 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$1.2 Billion2.35% of portfolio
-
Us Bancorp \De\30.5MShares$658 Million0.83% of portfolio
-
Creative Planning Overland Park, KS22.6MShares$488 Million0.41% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA7.87MShares$170 Million0.68% of portfolio
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Northwestern Mutual Wealth Management CO7.86MShares$169 Million0.12% of portfolio