Wealth Shield Partners, LLC Schwab Strategic U.S. Reit ETF Transaction History
Wealth Shield Partners, LLC
- $600 Million
- Q1 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 29,862 shares of SCHH stock, worth $595,746. This represents 0.1% of its overall portfolio holdings.
Number of Shares
29,862
Previous 30,162
0.99%
Holding current value
$595,746
Previous $624,000
2.88%
% of portfolio
0.1%
Previous 0.11%
Shares
15 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