Summit Financial Strategies, Inc. Schwab Strategic U.S. Reit ETF Transaction History
Summit Financial Strategies, Inc.
- $749 Million
- Q2 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 22,504 shares of SCHH stock, worth $508,590. This represents 0.06% of its overall portfolio holdings.
Number of Shares
22,504
Previous 24,745
9.06%
Holding current value
$508,590
Previous $502,000
10.56%
% of portfolio
0.06%
Previous 0.07%
Shares
15 transactions
Others Institutions Holding SCHH
# of Institutions
499Shares Held
255MCall Options Held
28.4KPut Options Held
83.1K-
Charles Schwab Investment Management Inc San Francisco, CA84.7MShares$1.92 Billion0.33% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA52.8MShares$1.19 Billion2.35% of portfolio
-
Us Bancorp \De\27.3MShares$616 Million0.75% of portfolio
-
Creative Planning Overland Park, KS27.3MShares$616 Million0.58% of portfolio
-
Northwestern Mutual Wealth Management CO7.72MShares$174 Million0.15% of portfolio