Waterloo Capital, L.P. Schwab Strategic U.S. Reit ETF Transaction History
Waterloo Capital, L.P.
- $783 Billion
- Q1 2024
A detailed history of Waterloo Capital, L.P. transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Waterloo Capital, L.P. holds 36,749 shares of SCHH stock, worth $729,467. This represents 0.1% of its overall portfolio holdings.
Number of Shares
36,749
Previous 43,263
15.06%
Holding current value
$729,467
Previous $896 Million
16.74%
% of portfolio
0.1%
Previous 0.15%
Shares
4 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$565 Million0.64% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA27.3MShares$543 Million0.13% of portfolio
-
Us Bancorp \De\26.1MShares$518 Million0.74% of portfolio