Family Legacy Financial Solutions, LLC Schwab Strategic U.S. Reit ETF Transaction History
Family Legacy Financial Solutions, LLC
- $131 Billion
- Q3 2025
A detailed history of Family Legacy Financial Solutions, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Family Legacy Financial Solutions, LLC holds 10,743 shares of SCHH stock, worth $230,115. This represents 0.18% of its overall portfolio holdings.
Number of Shares
10,743
Previous 11,623
7.57%
Holding current value
$230,115
Previous $246 Million
5.79%
% of portfolio
0.18%
Previous 0.21%
Shares
2 transactions
Others Institutions Holding SCHH
# of Institutions
584Shares Held
178MCall Options Held
59.3KPut Options Held
15.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA55.5MShares$1.19 Billion2.35% of portfolio
-
Us Bancorp \De\30.5MShares$654 Million0.83% of portfolio
-
Creative Planning Overland Park, KS22.6MShares$485 Million0.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA7.87MShares$169 Million0.68% of portfolio
-
Northwestern Mutual Wealth Management CO7.86MShares$168 Million0.12% of portfolio