Retirement Group, LLC Schwab Strategic U.S. Reit ETF Transaction History
Retirement Group, LLC
- $268 Million
- Q1 2024
A detailed history of Retirement Group, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Retirement Group, LLC holds 36,062 shares of SCHH stock, worth $715,830. This represents 0.27% of its overall portfolio holdings.
Number of Shares
36,062
Previous 44,779
19.47%
Holding current value
$715,830
Previous $927,000
21.04%
% of portfolio
0.27%
Previous 0.38%
Shares
18 transactions
Others Institutions Holding SCHH
# of Institutions
505Shares Held
248MCall Options Held
36KPut Options Held
1.6K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA53.9MShares$1.07 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$565 Million0.64% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA27.3MShares$543 Million0.13% of portfolio
-
Us Bancorp \De\26.1MShares$518 Million0.74% of portfolio