Wealthcare Capital Management LLC Schwab Strategic U.S. Reit ETF Transaction History
Wealthcare Capital Management LLC
- $880 Million
- Q1 2024
A detailed history of Wealthcare Capital Management LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Wealthcare Capital Management LLC holds 10,702 shares of SCHH stock, worth $213,504. This represents 0.02% of its overall portfolio holdings.
Number of Shares
10,702
Previous 12,181
12.14%
Holding current value
$213,504
Previous $252,000
13.89%
% of portfolio
0.02%
Previous 0.03%
Shares
16 transactions
Others Institutions Holding SCHH
# of Institutions
504Shares 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$568 Million0.64% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA27.3MShares$546 Million0.13% of portfolio
-
Us Bancorp \De\26.1MShares$520 Million0.74% of portfolio