Minich Mac Gregor Wealth Management, LLC Schwab Strategic U.S. Reit ETF Transaction History
Minich Mac Gregor Wealth Management, LLC
- $439 Million
- Q2 2025
Shares
3 transactions
Others Institutions Holding SCHH
# of Institutions
576Shares Held
178MCall Options Held
59.3KPut Options Held
15.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA55.5MShares$1.2 Billion2.35% of portfolio
-
Us Bancorp \De\30.5MShares$658 Million0.83% of portfolio
-
Creative Planning Overland Park, KS22.6MShares$488 Million0.41% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA7.87MShares$170 Million0.68% of portfolio
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Northwestern Mutual Wealth Management CO7.86MShares$169 Million0.12% of portfolio