Nelson, Van Denburg & Campbell Wealth Management Group, LLC Schwab Strategic U.S. Reit ETF Transaction History
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
- $2.63 Billion
- Q4 2024
A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 291,421 shares of SCHH stock, worth $6.43 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
291,421
Previous 282,191
3.27%
Holding current value
$6.43 Million
Previous $6.54 Million
6.13%
% of portfolio
0.23%
Previous 0.27%
Shares
30 transactions
Others Institutions Holding SCHH
# of Institutions
552Shares Held
177MCall Options Held
20.1KPut Options Held
81.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA53.8MShares$1.19 Billion2.39% of portfolio
-
Us Bancorp \De\28.4MShares$628 Million0.79% of portfolio
-
Creative Planning Overland Park, KS24.3MShares$536 Million0.5% of portfolio
-
Northwestern Mutual Wealth Management CO7.65MShares$169 Million0.14% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA7.23MShares$160 Million0.55% of portfolio