Perigon Wealth Management, LLC Schwab Strategic U.S. Reit ETF Transaction History
Perigon Wealth Management, LLC
- $3.97 Billion
- Q4 2024
A detailed history of Perigon Wealth Management, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 139,873 shares of SCHH stock, worth $3.01 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
139,873
Previous 121,696
14.94%
Holding current value
$3.01 Million
Previous $2.82 Million
4.47%
% of portfolio
0.07%
Previous 0.08%
Shares
30 transactions
Others Institutions Holding SCHH
# of Institutions
550Shares Held
184MCall Options Held
21.9KPut Options Held
86.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA53.8MShares$1.16 Billion2.39% of portfolio
-
Us Bancorp \De\28.4MShares$612 Million0.79% of portfolio
-
Creative Planning Overland Park, KS24.3MShares$523 Million0.5% of portfolio
-
Brooklyn Fi, LLC New York, NY7.69MShares$165 Million0.88% of portfolio
-
Northwestern Mutual Wealth Management CO7.65MShares$165 Million0.14% of portfolio