Rooted Wealth Advisors, Inc. Schwab Strategic U.S. Reit ETF Transaction History
Rooted Wealth Advisors, Inc.
- $275 Million
- Q2 2025
A detailed history of Rooted Wealth Advisors, Inc. transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 172,208 shares of SCHH stock, worth $3.75 Million. This represents 1.32% of its overall portfolio holdings.
Number of Shares
172,208
Previous 162,314
6.1%
Holding current value
$3.75 Million
Previous $3.46 Million
5.38%
% of portfolio
1.32%
Previous 1.44%
Shares
11 transactions
Others Institutions Holding SCHH
# of Institutions
564Shares Held
178MCall Options Held
18.2KPut Options Held
7.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA54.2MShares$1.18 Billion2.51% of portfolio
-
Us Bancorp \De\30.5MShares$665 Million0.83% of portfolio
-
Creative Planning Overland Park, KS23.4MShares$509 Million0.48% of portfolio
-
Northwestern Mutual Wealth Management CO7.66MShares$167 Million0.14% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA7.48MShares$163 Million0.68% of portfolio