Kingswood Wealth Advisors, LLC Schwab Strategic U.S. Reit ETF Transaction History
Kingswood Wealth Advisors, LLC
- $1.11 Trillion
- Q2 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 25,027 shares of SCHH stock, worth $567,612. This represents 0.05% of its overall portfolio holdings.
Number of Shares
25,027Holding current value
$567,612% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding SCHH
# of Institutions
500Shares Held
255MCall Options Held
28.4KPut Options Held
83.1K-
Charles Schwab Investment Management Inc San Francisco, CA84.7MShares$1.92 Billion0.33% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA52.8MShares$1.2 Billion2.35% of portfolio
-
Us Bancorp \De\27.3MShares$619 Million0.75% of portfolio
-
Creative Planning Overland Park, KS27.3MShares$618 Million0.58% of portfolio
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Northwestern Mutual Wealth Management CO7.72MShares$175 Million0.15% of portfolio