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 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
139,873
Previous 121,696
14.94%
Holding current value
$3 Million
Previous $2.82 Million
4.47%
% of portfolio
0.07%
Previous 0.08%
Shares
30 transactions
Others Institutions Holding SCHH
# of Institutions
530Shares Held
176MCall Options Held
22.2KPut Options Held
84.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA52.9MShares$1.14 Billion2.52% of portfolio
-
Us Bancorp \De\28.4MShares$610 Million0.79% of portfolio
-
Creative Planning Overland Park, KS25.7MShares$551 Million0.59% of portfolio
-
Northwestern Mutual Wealth Management CO7.55MShares$162 Million0.16% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.98MShares$150 Million0.58% of portfolio