Valued Wealth Advisors LLC Schwab Strategic U.S. Reit ETF Transaction History
Valued Wealth Advisors LLC
- $160 Billion
- Q4 2024
A detailed history of Valued Wealth Advisors LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 20,921 shares of SCHH stock, worth $450,429. This represents 0.28% of its overall portfolio holdings.
Number of Shares
20,921
Previous 19,380
7.95%
Holding current value
$450,429
Previous $449 Million
1.88%
% of portfolio
0.28%
Previous 0.29%
Shares
5 transactions
Others Institutions Holding SCHH
# of Institutions
556Shares Held
177MCall Options Held
20.1KPut Options Held
81.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA53.8MShares$1.16 Billion2.39% of portfolio
-
Us Bancorp \De\28.4MShares$612 Million0.79% of portfolio
-
Creative Planning Overland Park, KS24.3MShares$523 Million0.5% of portfolio
-
Northwestern Mutual Wealth Management CO7.65MShares$165 Million0.14% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA7.23MShares$156 Million0.55% of portfolio