Gradient Capital Advisors, LLC Schwab Strategic U.S. Reit ETF Transaction History
Gradient Capital Advisors, LLC
- $270 Million
- Q1 2024
A detailed history of Gradient Capital Advisors, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 44,627 shares of SCHH stock, worth $890,308. This represents 0.33% of its overall portfolio holdings.
Number of Shares
44,627
Previous 46,471
3.97%
Holding current value
$890,308
Previous $962,000
5.93%
% of portfolio
0.33%
Previous 0.37%
Shares
26 transactions
Others Institutions Holding SCHH
# of Institutions
504Shares 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$568 Million0.64% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA27.3MShares$546 Million0.13% of portfolio
-
Us Bancorp \De\26.1MShares$520 Million0.74% of portfolio