Morningstar Investment Management LLC Schwab Strategic U.S. Reit ETF Transaction History
Morningstar Investment Management LLC
- $1.01 Billion
- Q3 2024
A detailed history of Morningstar Investment Management LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Morningstar Investment Management LLC holds 1,161,473 shares of SCHH stock, worth $25.3 Million. This represents 2.6% of its overall portfolio holdings.
Number of Shares
1,161,473Holding current value
$25.3 Million% of portfolio
2.6%Shares
9 transactions
Others Institutions Holding SCHH
# of Institutions
533Shares Held
175MCall Options Held
22.2KPut Options Held
84.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA52.9MShares$1.15 Billion2.52% of portfolio
-
Us Bancorp \De\27.6MShares$600 Million0.83% of portfolio
-
Creative Planning Overland Park, KS25.7MShares$559 Million0.59% of portfolio
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Northwestern Mutual Wealth Management CO7.55MShares$164 Million0.16% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA6.98MShares$152 Million0.58% of portfolio