Peloton Wealth Strategists Schwab Strategic U.S. Reit ETF Transaction History
Peloton Wealth Strategists
- $242 Million
- Q4 2024
A detailed history of Peloton Wealth Strategists transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Peloton Wealth Strategists holds 79,271 shares of SCHH stock, worth $1.75 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
79,271
Previous 79,955
0.86%
Holding current value
$1.75 Million
Previous $1.85 Million
9.88%
% of portfolio
0.69%
Previous 0.75%
Shares
14 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