Summit Financial Strategies, Inc. Schwab Strategic U.S. Reit ETF Transaction History
Summit Financial Strategies, Inc.
- $836 Million
- Q4 2024
A detailed history of Summit Financial Strategies, Inc. transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 23,381 shares of SCHH stock, worth $494,741. This represents 0.06% of its overall portfolio holdings.
Number of Shares
23,381
Previous 21,020
11.23%
Holding current value
$494,741
Previous $487,000
1.03%
% of portfolio
0.06%
Previous 0.06%
Shares
17 transactions
Others Institutions Holding SCHH
# of Institutions
528Shares Held
175MCall Options Held
22.2KPut Options Held
84.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA52.9MShares$1.12 Billion2.52% of portfolio
-
Us Bancorp \De\28.4MShares$602 Million0.79% of portfolio
-
Creative Planning Overland Park, KS25.7MShares$544 Million0.59% of portfolio
-
Northwestern Mutual Wealth Management CO7.55MShares$160 Million0.16% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.98MShares$148 Million0.58% of portfolio