Vsm Wealth Advisory, LLC Schwab Strategic U.S. Reit ETF Transaction History
Vsm Wealth Advisory, LLC
- $278 Billion
- Q1 2025
A detailed history of Vsm Wealth Advisory, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Vsm Wealth Advisory, LLC holds 18,802 shares of SCHH stock, worth $394,465. This represents 0.15% of its overall portfolio holdings.
Number of Shares
18,802
Previous 22,051
14.73%
Holding current value
$394,465
Previous $464 Million
12.91%
% of portfolio
0.15%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding SCHH
# of Institutions
555Shares Held
177MCall Options Held
18.2KPut Options Held
7.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA54.2MShares$1.14 Billion2.51% of portfolio
-
Us Bancorp \De\29.8MShares$626 Million0.87% of portfolio
-
Creative Planning Overland Park, KS23.4MShares$491 Million0.48% of portfolio
-
Northwestern Mutual Wealth Management CO7.66MShares$161 Million0.14% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA7.48MShares$157 Million0.68% of portfolio