Watershed Private Wealth LLC Schwab Strategic U.S. Reit ETF Transaction History
Watershed Private Wealth LLC
- $226 Billion
- Q1 2024
A detailed history of Watershed Private Wealth LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Watershed Private Wealth LLC holds 43,777 shares of SCHH stock, worth $868,973. This represents 0.39% of its overall portfolio holdings.
Number of Shares
43,777
Previous 50,565
13.42%
Holding current value
$868,973
Previous $1.05 Billion
15.14%
% of portfolio
0.39%
Previous 0.58%
Shares
6 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