Fortress Wealth Management, Inc. Schwab Strategic U.S. Reit ETF Transaction History
Fortress Wealth Management, Inc.
- $180 Million
- Q3 2024
A detailed history of Fortress Wealth Management, Inc. transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Fortress Wealth Management, Inc. holds 10,887 shares of SCHH stock, worth $227,429. This represents 0.14% of its overall portfolio holdings.
Number of Shares
10,887
Previous 11,298
3.64%
Holding current value
$227,429
Previous $225,000
12.0%
% of portfolio
0.14%
Previous 0.13%
Shares
12 transactions
Others Institutions Holding SCHH
# of Institutions
533Shares Held
175MCall Options Held
22.2KPut Options Held
84.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA52.9MShares$1.11 Billion2.52% of portfolio
-
Us Bancorp \De\27.6MShares$576 Million0.83% of portfolio
-
Creative Planning Overland Park, KS25.7MShares$537 Million0.59% of portfolio
-
Northwestern Mutual Wealth Management CO7.55MShares$158 Million0.16% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.98MShares$146 Million0.58% of portfolio