Sgl Investment Advisors, Inc. Schwab Strategic U.S. Reit ETF Transaction History
Sgl Investment Advisors, Inc.
- $194 Billion
- Q1 2025
A detailed history of Sgl Investment Advisors, Inc. transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Sgl Investment Advisors, Inc. holds 54,231 shares of SCHH stock, worth $1.15 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
54,231
Previous 45,853
18.27%
Holding current value
$1.15 Million
Previous $983 Million
16.23%
% of portfolio
0.59%
Previous 0.5%
Shares
3 transactions
Others Institutions Holding SCHH
# of Institutions
555Shares 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