Wealthcare Advisory Partners LLC Schwab Strategic U.S. Reit ETF Transaction History
Wealthcare Advisory Partners LLC
- $3 Billion
- Q1 2024
A detailed history of Wealthcare Advisory Partners LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 85,483 shares of SCHH stock, worth $1.7 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
85,483
Previous 90,284
5.32%
Holding current value
$1.7 Million
Previous $1.87 Million
7.17%
% of portfolio
0.06%
Previous 0.07%
Shares
21 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