Jamison Private Wealth Management, Inc. Schwab Strategic U.S. Reit ETF Transaction History
Jamison Private Wealth Management, Inc.
- $592 Billion
- Q1 2024
A detailed history of Jamison Private Wealth Management, Inc. transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Jamison Private Wealth Management, Inc. holds 832 shares of SCHH stock, worth $16,598. This represents 0.0% of its overall portfolio holdings.
Number of Shares
832
Previous 706
17.85%
Holding current value
$16,598
Previous $14.6 Million
15.6%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SCHH
# of Institutions
504Shares 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$568 Million0.64% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA27.3MShares$546 Million0.13% of portfolio
-
Us Bancorp \De\26.1MShares$520 Million0.74% of portfolio