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 $46,211. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,226
Previous 23,590
90.56%
Holding current value
$46,211
Previous $469,000
-0.0%
% of portfolio
0.02%
Previous 0.02%
Shares
24 transactions
Others Institutions Holding SCHH
# of Institutions
530Shares Held
175MCall Options Held
22.2KPut Options Held
84.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA52.9MShares$1.1 Billion2.52% of portfolio
-
Us Bancorp \De\27.6MShares$573 Million0.83% of portfolio
-
Creative Planning Overland Park, KS25.7MShares$534 Million0.59% of portfolio
-
Northwestern Mutual Wealth Management CO7.55MShares$157 Million0.16% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.98MShares$145 Million0.58% of portfolio