Perissos Private Wealth Management, LLC Schwab Strategic U.S. Reit ETF Transaction History
Perissos Private Wealth Management, LLC
- $110 Billion
- Q1 2024
A detailed history of Perissos Private Wealth Management, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Perissos Private Wealth Management, LLC holds 27,317 shares of SCHH stock, worth $545,520. This represents 0.5% of its overall portfolio holdings.
Number of Shares
27,317Holding current value
$545,520% of portfolio
0.5%Shares
1 transactions
Others Institutions Holding SCHH
# of Institutions
503Shares Held
248MCall Options Held
36KPut Options Held
1.6K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA53.9MShares$1.08 Billion1.5% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA50.7MShares$1.01 Billion2.32% of portfolio
-
Creative Planning Overland Park, KS28.5MShares$569 Million0.64% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA27.3MShares$546 Million0.13% of portfolio
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Us Bancorp \De\26.1MShares$521 Million0.74% of portfolio