Grey Fox Wealth Advisors, LLC Schwab Strategic U.S. Reit ETF Transaction History
Grey Fox Wealth Advisors, LLC
- $491 Billion
- Q3 2025
A detailed history of Grey Fox Wealth Advisors, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Grey Fox Wealth Advisors, LLC holds 24,334 shares of SCHH stock, worth $515,880. This represents 0.11% of its overall portfolio holdings.
Number of Shares
24,334
Previous 24,465
0.54%
Holding current value
$515,880
Previous $518 Million
1.39%
% of portfolio
0.11%
Previous 0.12%
Shares
12 transactions
Others Institutions Holding SCHH
# of Institutions
602Shares Held
182MCall Options Held
24.3KPut Options Held
21.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA57.1MShares$1.21 Billion2.36% of portfolio
-
Us Bancorp \De\32.1MShares$680 Million0.83% of portfolio
-
Creative Planning Overland Park, KS21.7MShares$460 Million0.36% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA8.36MShares$177 Million0.76% of portfolio
-
Northwestern Mutual Wealth Management CO7.45MShares$158 Million0.11% of portfolio