Montag A & Associates Inc Schwab Strategic U.S. Reit ETF Transaction History
Montag A & Associates Inc
- $1.97 Billion
- Q2 2024
A detailed history of Montag A & Associates Inc transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Montag A & Associates Inc holds 2,102 shares of SCHH stock, worth $47,505. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,102
Previous 2,102
-0.0%
Holding current value
$47,505
Previous $42,000
2.38%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding SCHH
# of Institutions
499Shares Held
255MCall Options Held
28.4KPut Options Held
83.1K-
Charles Schwab Investment Management Inc San Francisco, CA84.7MShares$1.92 Billion0.33% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA52.8MShares$1.19 Billion2.35% of portfolio
-
Us Bancorp \De\27.3MShares$616 Million0.75% of portfolio
-
Creative Planning Overland Park, KS27.3MShares$616 Million0.58% of portfolio
-
Northwestern Mutual Wealth Management CO7.72MShares$174 Million0.15% of portfolio