Smallwood Wealth Investment Management, LLC Schwab Strategic U.S. Reit ETF Transaction History
Smallwood Wealth Investment Management, LLC
- $152 Million
- Q1 2025
A detailed history of Smallwood Wealth Investment Management, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Smallwood Wealth Investment Management, LLC holds 6,435 shares of SCHH stock, worth $135,328. This represents 0.09% of its overall portfolio holdings.
Number of Shares
6,435Holding current value
$135,328% of portfolio
0.09%Shares
1 transactions
Others Institutions Holding SCHH
# of Institutions
557Shares Held
177MCall Options Held
20.1KPut Options Held
81.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA53.8MShares$1.13 Billion2.39% of portfolio
-
Us Bancorp \De\28.4MShares$598 Million0.79% of portfolio
-
Creative Planning Overland Park, KS24.3MShares$511 Million0.5% of portfolio
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Northwestern Mutual Wealth Management CO7.65MShares$161 Million0.14% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA7.48MShares$157 Million0.68% of portfolio