Western Wealth Management, LLC Schwab Strategic U.S. Reit ETF Transaction History
Western Wealth Management, LLC
- $1.72 Billion
- Q3 2024
A detailed history of Western Wealth Management, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Western Wealth Management, LLC holds 15,824 shares of SCHH stock, worth $339,424. This represents 0.02% of its overall portfolio holdings.
Number of Shares
15,824
Previous 15,581
1.56%
Holding current value
$339,424
Previous $311,000
17.68%
% of portfolio
0.02%
Previous 0.02%
Shares
12 transactions
Others Institutions Holding SCHH
# of Institutions
532Shares Held
176MCall Options Held
22.2KPut Options Held
84.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA52.9MShares$1.14 Billion2.52% of portfolio
-
Us Bancorp \De\28.4MShares$610 Million0.79% of portfolio
-
Creative Planning Overland Park, KS25.7MShares$551 Million0.59% of portfolio
-
Northwestern Mutual Wealth Management CO7.55MShares$162 Million0.16% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.98MShares$150 Million0.58% of portfolio