Walkner Condon Financial Advisors LLC Schwab Strategic U.S. Reit ETF Transaction History
Walkner Condon Financial Advisors LLC
- $459 Million
- Q2 2024
A detailed history of Walkner Condon Financial Advisors LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 45,461 shares of SCHH stock, worth $1.03 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
45,461
Previous 45,461
-0.0%
Holding current value
$1.03 Million
Previous $907,000
-0.0%
% of portfolio
0.2%
Previous 0.2%
Shares
16 transactions
Others Institutions Holding SCHH
# of Institutions
499Shares Held
255MCall 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$1.19 Billion2.35% of portfolio
-
Us Bancorp \De\27.3MShares$616 Million0.75% of portfolio
-
Creative Planning Overland Park, KS27.3MShares$616 Million0.58% of portfolio
-
Northwestern Mutual Wealth Management CO7.72MShares$174 Million0.15% of portfolio