Jfs Wealth Advisors, LLC Schwab Strategic U.S. Reit ETF Transaction History
Jfs Wealth Advisors, LLC
- $1.26 Billion
- Q1 2024
A detailed history of Jfs Wealth Advisors, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 70 shares of SCHH stock, worth $1,389. This represents 0.0% of its overall portfolio holdings.
Number of Shares
70
Previous 70
-0.0%
Holding current value
$1,389
Previous $1,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
4 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