Hoyle Cohen, LLC Schwab Strategic U.S. Reit ETF Transaction History
Hoyle Cohen, LLC
- $1.3 Billion
- Q1 2024
A detailed history of Hoyle Cohen, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Hoyle Cohen, LLC holds 17,218 shares of SCHH stock, worth $341,777. This represents 0.03% of its overall portfolio holdings.
Number of Shares
17,218
Previous 21,745
20.82%
Holding current value
$341,777
Previous $450,000
22.44%
% of portfolio
0.03%
Previous 0.04%
Shares
25 transactions
Others Institutions Holding SCHH
# of Institutions
505Shares 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$565 Million0.64% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA27.3MShares$543 Million0.13% of portfolio
-
Us Bancorp \De\26.1MShares$518 Million0.74% of portfolio