M Wealth Management, LLC Schwab Strategic U.S. Reit ETF Transaction History
M Wealth Management, LLC
- $110 Billion
- Q4 2024
A detailed history of M Wealth Management, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, M Wealth Management, LLC holds 31,475 shares of SCHH stock, worth $668,529. This represents 0.61% of its overall portfolio holdings.
Number of Shares
31,475Holding current value
$668,529% of portfolio
0.61%Shares
1 transactions
Others Institutions Holding SCHH
# of Institutions
533Shares Held
176MCall Options Held
22.2KPut Options Held
84.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA52.9MShares$1.12 Billion2.52% of portfolio
-
Us Bancorp \De\27.6MShares$586 Million0.83% of portfolio
-
Creative Planning Overland Park, KS25.7MShares$546 Million0.59% of portfolio
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Northwestern Mutual Wealth Management CO7.55MShares$160 Million0.16% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.98MShares$148 Million0.58% of portfolio