Values Added Financial LLC Schwab Strategic U.S. Reit ETF Transaction History
Values Added Financial LLC
- $173 Billion
- Q4 2024
A detailed history of Values Added Financial LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Values Added Financial LLC holds 32,447 shares of SCHH stock, worth $682,360. This represents 0.4% of its overall portfolio holdings.
Number of Shares
32,447
Previous 32,936
1.48%
Holding current value
$682,360
Previous $763 Million
10.46%
% of portfolio
0.4%
Previous 0.48%
Shares
7 transactions
Others Institutions Holding SCHH
# of Institutions
531Shares Held
175MCall Options Held
22.2KPut Options Held
84.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA52.9MShares$1.11 Billion2.52% of portfolio
-
Us Bancorp \De\27.6MShares$580 Million0.83% of portfolio
-
Creative Planning Overland Park, KS25.7MShares$540 Million0.59% of portfolio
-
Northwestern Mutual Wealth Management CO7.55MShares$159 Million0.16% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.98MShares$147 Million0.58% of portfolio