Simplicity Wealth,Llc Schwab Strategic U.S. Reit ETF Transaction History
Simplicity Wealth,Llc
- $1.59 Billion
- Q3 2025
A detailed history of Simplicity Wealth,Llc transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Simplicity Wealth,Llc holds 22,156 shares of SCHH stock, worth $474,581. This represents 0.03% of its overall portfolio holdings.
Number of Shares
22,156Holding current value
$474,581% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding SCHH
# of Institutions
591Shares Held
179MCall Options Held
59.3KPut Options Held
15.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA55.5MShares$1.19 Billion2.35% of portfolio
-
Us Bancorp \De\30.5MShares$654 Million0.83% of portfolio
-
Creative Planning Overland Park, KS22.6MShares$485 Million0.41% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA8.36MShares$179 Million0.76% of portfolio
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Northwestern Mutual Wealth Management CO7.86MShares$168 Million0.12% of portfolio