Hhm Wealth Advisors, LLC Schwab Strategic U.S. Reit ETF Transaction History
Hhm Wealth Advisors, LLC
- $604 Million
- Q1 2024
A detailed history of Hhm Wealth Advisors, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 91,174 shares of SCHH stock, worth $1.82 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
91,174
Previous 92,645
1.59%
Holding current value
$1.82 Million
Previous $1.92 Million
3.55%
% of portfolio
0.31%
Previous 0.33%
Shares
21 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$1.08 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$569 Million0.64% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA27.3MShares$546 Million0.13% of portfolio
-
Us Bancorp \De\26.1MShares$521 Million0.74% of portfolio