Steward Partners Investment Advisory, LLC Schwab Strategic U.S. Reit ETF Transaction History
Steward Partners Investment Advisory, LLC
- $8.95 Billion
- Q1 2024
A detailed history of Steward Partners Investment Advisory, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 877 shares of SCHH stock, worth $17,408. This represents 0.0% of its overall portfolio holdings.
Number of Shares
877
Previous 194
352.06%
Holding current value
$17,408
Previous $4,000
325.0%
% of portfolio
0.0%
Previous 0.0%
Shares
22 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