Wagner Wealth Management, LLC Schwab Strategic U.S. Reit ETF Transaction History
Wagner Wealth Management, LLC
- $284 Million
- Q3 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 518 shares of SCHH stock, worth $11,779. This represents 0.0% of its overall portfolio holdings.
Number of Shares
518
Previous 487
6.37%
Holding current value
$11,779
Previous $9,000
33.33%
% of portfolio
0.0%
Previous 0.0%
Shares
20 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$1.2 Billion2.52% of portfolio
-
Us Bancorp \De\27.6MShares$627 Million0.83% of portfolio
-
Creative Planning Overland Park, KS25.7MShares$584 Million0.59% of portfolio
-
Northwestern Mutual Wealth Management CO7.55MShares$172 Million0.16% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.98MShares$159 Million0.58% of portfolio