Mission Wealth Management, LP Schwab Strategic U.S. Reit ETF Transaction History
Mission Wealth Management, LP
- $4.24 Billion
- Q4 2024
A detailed history of Mission Wealth Management, LP transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Mission Wealth Management, LP holds 38,114 shares of SCHH stock, worth $820,594. This represents 0.02% of its overall portfolio holdings.
Number of Shares
38,114
Previous 35,311
7.94%
Holding current value
$820,594
Previous $818,000
1.96%
% of portfolio
0.02%
Previous 0.02%
Shares
29 transactions
Others Institutions Holding SCHH
# of Institutions
556Shares Held
177MCall Options Held
20.1KPut Options Held
81.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA53.8MShares$1.16 Billion2.39% of portfolio
-
Us Bancorp \De\28.4MShares$612 Million0.79% of portfolio
-
Creative Planning Overland Park, KS24.3MShares$523 Million0.5% of portfolio
-
Northwestern Mutual Wealth Management CO7.65MShares$165 Million0.14% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA7.23MShares$156 Million0.55% of portfolio