Lee Financial CO Schwab Strategic U.S. Reit ETF Transaction History
Lee Financial CO
- $699 Million
- Q3 2024
A detailed history of Lee Financial CO transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Lee Financial CO holds 24,886 shares of SCHH stock, worth $521,112. This represents 0.08% of its overall portfolio holdings.
Number of Shares
24,886
Previous 26,109
4.68%
Holding current value
$521,112
Previous $521,000
10.56%
% of portfolio
0.08%
Previous 0.09%
Shares
28 transactions
Others Institutions Holding SCHH
# of Institutions
533Shares Held
175MCall Options Held
22.2KPut Options Held
84.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA52.9MShares$1.11 Billion2.52% of portfolio
-
Us Bancorp \De\27.6MShares$578 Million0.83% of portfolio
-
Creative Planning Overland Park, KS25.7MShares$538 Million0.59% of portfolio
-
Northwestern Mutual Wealth Management CO7.55MShares$158 Million0.16% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.98MShares$146 Million0.58% of portfolio