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 $691,121. This represents 0.4% of its overall portfolio holdings.
Number of Shares
32,447
Previous 32,936
1.48%
Holding current value
$691,121
Previous $763 Million
10.46%
% of portfolio
0.4%
Previous 0.48%
Shares
7 transactions
Others Institutions Holding SCHH
# of Institutions
558Shares Held
177MCall Options Held
20.1KPut Options Held
81.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA53.8MShares$1.15 Billion2.39% of portfolio
-
Us Bancorp \De\28.4MShares$606 Million0.79% of portfolio
-
Creative Planning Overland Park, KS24.3MShares$517 Million0.5% of portfolio
-
Northwestern Mutual Wealth Management CO7.65MShares$163 Million0.14% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA7.23MShares$154 Million0.55% of portfolio