Jfg Wealth Management, LLC Schwab Strategic U.S. Reit ETF Transaction History
Jfg Wealth Management, LLC
- $435 Million
- Q4 2024
A detailed history of Jfg Wealth Management, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Jfg Wealth Management, LLC holds 39,217 shares of SCHH stock, worth $865,911. This represents 0.19% of its overall portfolio holdings.
Number of Shares
39,217
Previous 35,479
10.54%
Holding current value
$865,911
Previous $822,000
0.36%
% of portfolio
0.19%
Previous 0.23%
Shares
9 transactions
Others Institutions Holding SCHH
# of Institutions
552Shares Held
177MCall Options Held
20.1KPut Options Held
81.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA53.8MShares$1.19 Billion2.39% of portfolio
-
Us Bancorp \De\28.4MShares$628 Million0.79% of portfolio
-
Creative Planning Overland Park, KS24.3MShares$536 Million0.5% of portfolio
-
Northwestern Mutual Wealth Management CO7.65MShares$169 Million0.14% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA7.23MShares$160 Million0.55% of portfolio