Rockbridge Investment Management, Lcc Schwab Strategic U.S. Reit ETF Transaction History
Rockbridge Investment Management, Lcc
- $772 Billion
- Q3 2024
A detailed history of Rockbridge Investment Management, Lcc transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Rockbridge Investment Management, Lcc holds 99,549 shares of SCHH stock, worth $2.08 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
99,549
Previous 140,571
29.18%
Holding current value
$2.08 Million
Previous $2.81 Billion
17.83%
% of portfolio
0.3%
Previous 0.4%
Shares
18 transactions
Others Institutions Holding SCHH
# of Institutions
533Shares Held
175MCall Options Held
22.2KPut Options Held
84.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA52.9MShares$1.11 Billion2.52% of portfolio
-
Us Bancorp \De\27.6MShares$576 Million0.83% of portfolio
-
Creative Planning Overland Park, KS25.7MShares$537 Million0.59% of portfolio
-
Northwestern Mutual Wealth Management CO7.55MShares$158 Million0.16% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.98MShares$146 Million0.58% of portfolio