Fsa Wealth Management LLC Schwab Strategic U.S. Reit ETF Transaction History
Fsa Wealth Management LLC
- $229 Million
- Q1 2024
A detailed history of Fsa Wealth Management LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Fsa Wealth Management LLC holds 399 shares of SCHH stock, worth $7,920. This represents 0.0% of its overall portfolio holdings.
Number of Shares
399
Previous 713
44.04%
Holding current value
$7,920
Previous $15,000
46.67%
% of portfolio
0.0%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SCHH
# of Institutions
505Shares Held
248MCall Options Held
36KPut Options Held
1.6K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA53.9MShares$1.07 Billion1.5% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA50.7MShares$1.01 Billion2.32% of portfolio
-
Creative Planning Overland Park, KS28.5MShares$565 Million0.64% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA27.3MShares$543 Million0.13% of portfolio
-
Us Bancorp \De\26.1MShares$518 Million0.74% of portfolio