Mount Yale Investment Advisors, LLC Schwab Strategic U.S. Reit ETF Transaction History
Mount Yale Investment Advisors, LLC
- $1.21 Billion
- Q2 2025
A detailed history of Mount Yale Investment Advisors, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 5,074 shares of SCHH stock, worth $108,685. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,074Holding current value
$108,685% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding SCHH
# of Institutions
584Shares Held
178MCall Options Held
59.3KPut Options Held
15.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA55.5MShares$1.19 Billion2.35% of portfolio
-
Us Bancorp \De\30.5MShares$654 Million0.83% of portfolio
-
Creative Planning Overland Park, KS22.6MShares$485 Million0.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA7.87MShares$169 Million0.68% of portfolio
-
Northwestern Mutual Wealth Management CO7.86MShares$168 Million0.12% of portfolio