Pensionmark Financial Group, LLC Schwab Strategic U.S. Reit ETF Transaction History
Pensionmark Financial Group, LLC
- $3.09 Billion
- Q3 2024
A detailed history of Pensionmark Financial Group, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 10,415 shares of SCHH stock, worth $217,569. This represents 0.01% of its overall portfolio holdings.
Number of Shares
10,415
Previous 10,415
-0.0%
Holding current value
$217,569
Previous $241,000
-0.0%
% of portfolio
0.01%
Previous 0.0%
Shares
3 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$1.11 Billion2.52% of portfolio
-
Us Bancorp \De\27.6MShares$576 Million0.83% of portfolio
-
Creative Planning Overland Park, KS25.7MShares$537 Million0.59% of portfolio
-
Northwestern Mutual Wealth Management CO7.55MShares$158 Million0.16% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.98MShares$146 Million0.58% of portfolio