Wagner Wealth Management, LLC Schwab Strategic U.S. Reit ETF Transaction History
Wagner Wealth Management, LLC
- $253 Million
- Q1 2024
A detailed history of Wagner Wealth Management, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Wagner Wealth Management, LLC holds 425 shares of SCHH stock, worth $8,478. This represents 0.0% of its overall portfolio holdings.
Number of Shares
425
Previous 333
27.63%
Holding current value
$8,478
Previous $6,000
33.33%
% of portfolio
0.0%
Previous 0.0%
Shares
18 transactions
Others Institutions Holding SCHH
# of Institutions
504Shares Held
248MCall Options Held
36KPut Options Held
1.6K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA53.9MShares$1.07 Billion1.5% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA50.7MShares$1.01 Billion2.32% of portfolio
-
Creative Planning Overland Park, KS28.5MShares$568 Million0.64% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA27.3MShares$546 Million0.13% of portfolio
-
Us Bancorp \De\26.1MShares$520 Million0.74% of portfolio