Greenwood Capital Associates LLC Schwab Strategic U.S. Reit ETF Transaction History
Greenwood Capital Associates LLC
- $747 Million
- Q1 2024
A detailed history of Greenwood Capital Associates LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Greenwood Capital Associates LLC holds 13,237 shares of SCHH stock, worth $264,078. This represents 0.04% of its overall portfolio holdings.
Number of Shares
13,237
Previous 13,238
0.01%
Holding current value
$264,078
Previous $274,000
2.19%
% of portfolio
0.04%
Previous 0.04%
Shares
2 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