West Oak Capital, LLC Schwab Strategic U.S. Reit ETF Transaction History
West Oak Capital, LLC
- $2.83 Billion
- Q4 2024
A detailed history of West Oak Capital, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, West Oak Capital, LLC holds 2,226 shares of SCHH stock, worth $47,992. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,226
Previous 23,590
90.56%
Holding current value
$47,992
Previous $469,000
-0.0%
% of portfolio
0.02%
Previous 0.02%
Shares
24 transactions
Others Institutions Holding SCHH
# of Institutions
551Shares Held
184MCall Options Held
20.1KPut Options Held
81.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA53.8MShares$1.16 Billion2.39% of portfolio
-
Us Bancorp \De\28.4MShares$613 Million0.79% of portfolio
-
Creative Planning Overland Park, KS24.3MShares$524 Million0.5% of portfolio
-
Brooklyn Fi, LLC New York, NY7.69MShares$166 Million0.88% of portfolio
-
Northwestern Mutual Wealth Management CO7.65MShares$165 Million0.14% of portfolio