Wealth Management Resources, Inc. Schwab Strategic U.S. Reit ETF Transaction History
Wealth Management Resources, Inc.
- $250 Million
- Q3 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 387,997 shares of SCHH stock, worth $8.12 Million. This represents 3.59% of its overall portfolio holdings.
Number of Shares
387,997
Previous 380,930
1.86%
Holding current value
$8.12 Million
Previous $7.61 Million
18.17%
% of portfolio
3.59%
Previous 3.27%
Shares
12 transactions
Others Institutions Holding SCHH
# of Institutions
533Shares Held
175MCall 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$578 Million0.83% of portfolio
-
Creative Planning Overland Park, KS25.7MShares$538 Million0.59% of portfolio
-
Northwestern Mutual Wealth Management CO7.55MShares$158 Million0.16% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.98MShares$146 Million0.58% of portfolio