West Branch Capital LLC Schwab Strategic U.S. Reit ETF Transaction History
West Branch Capital LLC
- $234 Million
- Q1 2024
A detailed history of West Branch Capital LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, West Branch Capital LLC holds 114 shares of SCHH stock, worth $2,274. This represents 0.0% of its overall portfolio holdings.
Number of Shares
114
Previous 113
0.88%
Holding current value
$2,274
Previous $2,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 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