Wealth Collab, LLC Schwab Strategic U.S. Reit ETF Transaction History
Wealth Collab, LLC
- $136 Billion
- Q1 2024
A detailed history of Wealth Collab, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Wealth Collab, LLC holds 233,379 shares of SCHH stock, worth $4.66 Million. This represents 3.5% of its overall portfolio holdings.
Number of Shares
233,379
Previous 231,761
0.7%
Holding current value
$4.66 Million
Previous $4.8 Billion
1.3%
% of portfolio
3.5%
Previous 3.75%
Shares
2 transactions
Others Institutions Holding SCHH
# of Institutions
503Shares Held
248MCall Options Held
36KPut Options Held
1.6K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA53.9MShares$1.08 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$569 Million0.64% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA27.3MShares$546 Million0.13% of portfolio
-
Us Bancorp \De\26.1MShares$521 Million0.74% of portfolio