Values Added Financial LLC Schwab Strategic U.S. Reit ETF Transaction History
Values Added Financial LLC
- $159 Billion
- Q3 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 32,936 shares of SCHH stock, worth $681,445. This represents 0.48% of its overall portfolio holdings.
Number of Shares
32,936
Previous 33,073
0.41%
Holding current value
$681,445
Previous $660 Million
15.54%
% of portfolio
0.48%
Previous 0.48%
Shares
6 transactions
Others Institutions Holding SCHH
# of Institutions
532Shares Held
175MCall Options Held
22.2KPut Options Held
84.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA52.9MShares$1.09 Billion2.52% of portfolio
-
Us Bancorp \De\27.6MShares$571 Million0.83% of portfolio
-
Creative Planning Overland Park, KS25.7MShares$532 Million0.59% of portfolio
-
Northwestern Mutual Wealth Management CO7.55MShares$156 Million0.16% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.98MShares$144 Million0.58% of portfolio