Portland Financial Advisors Inc Schwab Strategic U.S. Reit ETF Transaction History
Portland Financial Advisors Inc
- $41.7 Billion
- Q2 2025
A detailed history of Portland Financial Advisors Inc transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Portland Financial Advisors Inc holds 21,000 shares of SCHH stock, worth $438,060. This represents 1.07% of its overall portfolio holdings.
Number of Shares
21,000
Previous 21,133
0.63%
Holding current value
$438,060
Previous $455 Million
2.25%
% of portfolio
1.07%
Previous 1.16%
Shares
3 transactions
Others Institutions Holding SCHH
# of Institutions
563Shares Held
178MCall Options Held
18.2KPut Options Held
7.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA54.2MShares$1.13 Billion2.51% of portfolio
-
Us Bancorp \De\30.5MShares$637 Million0.83% of portfolio
-
Creative Planning Overland Park, KS22.6MShares$472 Million0.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA7.87MShares$164 Million0.68% of portfolio
-
Northwestern Mutual Wealth Management CO7.66MShares$160 Million0.14% of portfolio