Warren Averett Asset Management, LLC Schwab Strategic U.S. Reit ETF Transaction History
Warren Averett Asset Management, LLC
- $4.21 Billion
- Q1 2024
A detailed history of Warren Averett Asset Management, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 28,093 shares of SCHH stock, worth $560,455. This represents 0.01% of its overall portfolio holdings.
Number of Shares
28,093
Previous 11,352
147.47%
Holding current value
$560,455
Previous $235,000
142.55%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SCHH
# of Institutions
505Shares 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