Ten Capital Wealth Advisors, LLC Schwab Strategic U.S. Reit ETF Transaction History
Ten Capital Wealth Advisors, LLC
- $341 Million
- Q2 2023
Shares
4 transactions
Others Institutions Holding SCHH
# of Institutions
503Shares Held
250MCall Options Held
36KPut Options Held
1.6K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA53.9MShares$1.15 Billion1.5% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA50.7MShares$1.08 Billion2.32% of portfolio
-
Creative Planning Overland Park, KS28.5MShares$607 Million0.64% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA27.3MShares$583 Million0.13% of portfolio
-
Us Bancorp \De\26.1MShares$556 Million0.74% of portfolio