Mason Investment Advisory Services, Inc. Schwab Strategic U.S. Reit ETF Transaction History
Mason Investment Advisory Services, Inc.
- $1.66 Trillion
- Q1 2025
A detailed history of Mason Investment Advisory Services, Inc. transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Mason Investment Advisory Services, Inc. holds 11,165 shares of SCHH stock, worth $237,814. This represents 0.01% of its overall portfolio holdings.
Number of Shares
11,165
Previous 11,165
-0.0%
Holding current value
$237,814
Previous $235 Million
2.14%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SCHH
# of Institutions
556Shares Held
177MCall Options Held
18.2KPut Options Held
7.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA54.2MShares$1.15 Billion2.51% of portfolio
-
Us Bancorp \De\29.8MShares$635 Million0.87% of portfolio
-
Creative Planning Overland Park, KS23.4MShares$498 Million0.48% of portfolio
-
Northwestern Mutual Wealth Management CO7.66MShares$163 Million0.14% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA7.48MShares$159 Million0.68% of portfolio