Wealth Shield Partners, LLC Schwab Strategic U.S. Reit ETF Transaction History
Wealth Shield Partners, LLC
- $721 Million
- Q3 2024
A detailed history of Wealth Shield Partners, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 29,887 shares of SCHH stock, worth $616,867. This represents 0.1% of its overall portfolio holdings.
Number of Shares
29,887
Previous 29,972
0.28%
Holding current value
$616,867
Previous $598,000
15.72%
% of portfolio
0.1%
Previous 0.09%
Shares
17 transactions
Others Institutions Holding SCHH
# of Institutions
534Shares Held
175MCall Options Held
22.2KPut Options Held
84.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA52.9MShares$1.09 Billion2.52% of portfolio
-
Us Bancorp \De\27.6MShares$570 Million0.83% of portfolio
-
Creative Planning Overland Park, KS25.7MShares$530 Million0.59% of portfolio
-
Northwestern Mutual Wealth Management CO7.55MShares$156 Million0.16% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.98MShares$144 Million0.58% of portfolio