Wealth Management Resources, Inc. Schwab Strategic U.S. Reit ETF Transaction History
Wealth Management Resources, Inc.
- $271 Million
- Q4 2024
A detailed history of Wealth Management Resources, Inc. transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Wealth Management Resources, Inc. holds 363,799 shares of SCHH stock, worth $7.65 Million. This represents 2.83% of its overall portfolio holdings.
Number of Shares
363,799
Previous 387,997
6.24%
Holding current value
$7.65 Million
Previous $8.99 Million
14.77%
% of portfolio
2.83%
Previous 3.59%
Shares
13 transactions
Others Institutions Holding SCHH
# of Institutions
533Shares Held
176MCall Options Held
22.2KPut Options Held
84.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA52.9MShares$1.11 Billion2.52% of portfolio
-
Us Bancorp \De\27.6MShares$580 Million0.83% of portfolio
-
Creative Planning Overland Park, KS25.7MShares$540 Million0.59% of portfolio
-
Northwestern Mutual Wealth Management CO7.55MShares$159 Million0.16% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.98MShares$147 Million0.58% of portfolio