Valued Wealth Advisors LLC Schwab Strategic U.S. Reit ETF Transaction History
Valued Wealth Advisors LLC
- $146 Billion
- Q2 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 20,023 shares of SCHH stock, worth $460,729. This represents 0.28% of its overall portfolio holdings.
Number of Shares
20,023
Previous 17,951
11.54%
Holding current value
$460,729
Previous $364 Million
10.51%
% of portfolio
0.28%
Previous 0.26%
Shares
3 transactions
Others Institutions Holding SCHH
# of Institutions
500Shares Held
255MCall Options Held
28.4KPut Options Held
83.1K-
Charles Schwab Investment Management Inc San Francisco, CA84.7MShares$1.95 Billion0.33% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA52.8MShares$1.21 Billion2.35% of portfolio
-
Us Bancorp \De\27.3MShares$628 Million0.75% of portfolio
-
Creative Planning Overland Park, KS27.3MShares$627 Million0.58% of portfolio
-
Northwestern Mutual Wealth Management CO7.72MShares$178 Million0.15% of portfolio