Soa Wealth Advisors, Llc. Schwab Strategic U.S. Reit ETF Transaction History
Soa Wealth Advisors, Llc.
- $477 Million
- Q1 2024
A detailed history of Soa Wealth Advisors, Llc. transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 44 shares of SCHH stock, worth $873. This represents 0.0% of its overall portfolio holdings.
Number of Shares
44
Previous 44
-0.0%
Holding current value
$873
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding SCHH
# of Institutions
505Shares 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$565 Million0.64% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA27.3MShares$543 Million0.13% of portfolio
-
Us Bancorp \De\26.1MShares$518 Million0.74% of portfolio