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 $832,028. This represents 0.02% of its overall portfolio holdings.
Number of Shares
38,114
Previous 35,311
7.94%
Holding current value
$832,028
Previous $818,000
1.96%
% of portfolio
0.02%
Previous 0.02%
Shares
29 transactions
Others Institutions Holding SCHH
# of Institutions
555Shares Held
177MCall Options Held
20.1KPut Options Held
81.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA53.8MShares$1.18 Billion2.39% of portfolio
-
Us Bancorp \De\28.4MShares$621 Million0.79% of portfolio
-
Creative Planning Overland Park, KS24.3MShares$530 Million0.5% of portfolio
-
Northwestern Mutual Wealth Management CO7.65MShares$167 Million0.14% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA7.23MShares$158 Million0.55% of portfolio