Kovitz Investment Group Partners, LLC Schwab Strategic U.S. Reit ETF Transaction History
Kovitz Investment Group Partners, LLC
- $6.71 Billion
- Q1 2024
A detailed history of Kovitz Investment Group Partners, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 12,692 shares of SCHH stock, worth $267,928. This represents 0.0% of its overall portfolio holdings.
Number of Shares
12,692Holding current value
$267,928% of portfolio
0.0%Shares
3 transactions
Others Institutions Holding SCHH
# of Institutions
498Shares Held
250MCall Options Held
36KPut Options Held
1.6K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA53.9MShares$1.14 Billion1.5% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA50.7MShares$1.07 Billion2.32% of portfolio
-
Creative Planning Overland Park, KS28.5MShares$601 Million0.64% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA27.3MShares$577 Million0.13% of portfolio
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Us Bancorp \De\26.1MShares$550 Million0.74% of portfolio