Hamilton Point Investment Advisors, LLC Schwab Strategic U.S. Reit ETF Transaction History
Hamilton Point Investment Advisors, LLC
- $514 Million
- Q1 2024
A detailed history of Hamilton Point Investment Advisors, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Hamilton Point Investment Advisors, LLC holds 184 shares of SCHH stock, worth $3,663. This represents 0.0% of its overall portfolio holdings.
Number of Shares
184
Previous 184
-0.0%
Holding current value
$3,663
Previous $3,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SCHH
# of Institutions
503Shares 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$567 Million0.64% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA27.3MShares$544 Million0.13% of portfolio
-
Us Bancorp \De\26.1MShares$519 Million0.74% of portfolio