Heartwood Wealth Advisors LLC Schwab Strategic U.S. Reit ETF Transaction History
Heartwood Wealth Advisors LLC
- $1.02 Billion
- Q3 2025
A detailed history of Heartwood Wealth Advisors LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 7,983 shares of SCHH stock, worth $170,995. This represents 0.02% of its overall portfolio holdings.
Number of Shares
7,983Holding current value
$170,995% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding SCHH
# of Institutions
584Shares Held
178MCall Options Held
59.3KPut Options Held
15.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA55.5MShares$1.19 Billion2.35% of portfolio
-
Us Bancorp \De\30.5MShares$654 Million0.83% of portfolio
-
Creative Planning Overland Park, KS22.6MShares$485 Million0.41% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA7.87MShares$169 Million0.68% of portfolio
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Northwestern Mutual Wealth Management CO7.86MShares$168 Million0.12% of portfolio