One Ascent Financial Services LLC Schwab Strategic U.S. Reit ETF Transaction History
One Ascent Financial Services LLC
- $1.53 Billion
- Q1 2025
A detailed history of One Ascent Financial Services LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, One Ascent Financial Services LLC holds 16,128 shares of SCHH stock, worth $339,171. This represents 0.02% of its overall portfolio holdings.
Number of Shares
16,128
Previous 16,523
2.39%
Holding current value
$339,171
Previous $348,000
0.29%
% of portfolio
0.02%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding SCHH
# of Institutions
556Shares Held
177MCall Options Held
20.1KPut Options Held
81.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA53.8MShares$1.13 Billion2.39% of portfolio
-
Us Bancorp \De\29.8MShares$627 Million0.87% of portfolio
-
Creative Planning Overland Park, KS24.3MShares$511 Million0.5% of portfolio
-
Northwestern Mutual Wealth Management CO7.65MShares$161 Million0.14% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA7.48MShares$157 Million0.68% of portfolio