Heritage Financial Services, LLC Schwab Strategic U.S. Reit ETF Transaction History
Heritage Financial Services, LLC
- $732 Million
- Q3 2024
A detailed history of Heritage Financial Services, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Heritage Financial Services, LLC holds 20,330 shares of SCHH stock, worth $424,693. This represents 0.06% of its overall portfolio holdings.
Number of Shares
20,330
Previous 19,232
5.71%
Holding current value
$424,693
Previous $384,000
22.66%
% of portfolio
0.06%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding SCHH
# of Institutions
533Shares Held
175MCall Options Held
22.2KPut Options Held
84.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA52.9MShares$1.11 Billion2.52% of portfolio
-
Us Bancorp \De\27.6MShares$576 Million0.83% of portfolio
-
Creative Planning Overland Park, KS25.7MShares$537 Million0.59% of portfolio
-
Northwestern Mutual Wealth Management CO7.55MShares$158 Million0.16% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.98MShares$146 Million0.58% of portfolio