Wakefield Asset Management Lllp Schwab Strategic U.S. Reit ETF Transaction History
Wakefield Asset Management Lllp
- $294 Million
- Q3 2024
A detailed history of Wakefield Asset Management Lllp transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Wakefield Asset Management Lllp holds 31,793 shares of SCHH stock, worth $720,747. This represents 0.25% of its overall portfolio holdings.
Number of Shares
31,793
Previous 29,371
8.25%
Holding current value
$720,747
Previous $586,000
25.6%
% of portfolio
0.25%
Previous 0.22%
Shares
25 transactions
Others Institutions Holding SCHH
# of Institutions
518Shares Held
257MCall Options Held
28.4KPut Options Held
83.1K-
Charles Schwab Investment Management Inc San Francisco, CA84.7MShares$1.92 Billion0.33% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA52.8MShares$1.2 Billion2.35% of portfolio
-
Us Bancorp \De\27.6MShares$626 Million0.83% of portfolio
-
Creative Planning Overland Park, KS25.7MShares$583 Million0.59% of portfolio
-
Northwestern Mutual Wealth Management CO7.72MShares$175 Million0.15% of portfolio