Roundview Capital LLC Schwab Strategic U.S. Reit ETF Transaction History
Roundview Capital LLC
- $1.2 Billion
- Q1 2024
A detailed history of Roundview Capital LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Roundview Capital LLC holds 31,926 shares of SCHH stock, worth $636,923. This represents 0.05% of its overall portfolio holdings.
Number of Shares
31,926
Previous 32,057
0.41%
Holding current value
$636,923
Previous $663,000
2.26%
% of portfolio
0.05%
Previous 0.06%
Shares
28 transactions
Others Institutions Holding SCHH
# of Institutions
504Shares 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$568 Million0.64% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA27.3MShares$546 Million0.13% of portfolio
-
Us Bancorp \De\26.1MShares$520 Million0.74% of portfolio