Sagace Wealth Management LLC Schwab Strategic U.S. Reit ETF Transaction History
Sagace Wealth Management LLC
- $132 Billion
- Q1 2025
A detailed history of Sagace Wealth Management LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Sagace Wealth Management LLC holds 110,752 shares of SCHH stock, worth $2.36 Million. This represents 1.8% of its overall portfolio holdings.
Number of Shares
110,752
Previous 110,289
0.42%
Holding current value
$2.36 Million
Previous $2.32 Billion
2.57%
% of portfolio
1.8%
Previous 1.74%
Shares
2 transactions
Others Institutions Holding SCHH
# of Institutions
556Shares Held
177MCall Options Held
18.2KPut Options Held
7.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA54.2MShares$1.15 Billion2.51% of portfolio
-
Us Bancorp \De\29.8MShares$635 Million0.87% of portfolio
-
Creative Planning Overland Park, KS23.4MShares$498 Million0.48% of portfolio
-
Northwestern Mutual Wealth Management CO7.66MShares$163 Million0.14% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA7.48MShares$159 Million0.68% of portfolio