Stratos Wealth Advisors, LLC Schwab Strategic U.S. Reit ETF Transaction History
Stratos Wealth Advisors, LLC
- $2.13 Billion
- Q3 2024
A detailed history of Stratos Wealth Advisors, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Stratos Wealth Advisors, LLC holds 279,013 shares of SCHH stock, worth $6.35 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
279,013
Previous 262,907
6.13%
Holding current value
$6.35 Million
Previous $5.25 Million
23.12%
% of portfolio
0.3%
Previous 0.26%
Shares
24 transactions
Others Institutions Holding SCHH
# of Institutions
514Shares Held
255MCall Options Held
28.4KPut Options Held
83.1K-
Charles Schwab Investment Management Inc San Francisco, CA84.7MShares$1.93 Billion0.33% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA52.8MShares$1.2 Billion2.35% of portfolio
-
Us Bancorp \De\27.3MShares$621 Million0.75% of portfolio
-
Creative Planning Overland Park, KS25.7MShares$585 Million0.59% of portfolio
-
Northwestern Mutual Wealth Management CO7.72MShares$176 Million0.15% of portfolio