Wr Wealth Planners, LLC Schwab Strategic U.S. Reit ETF Transaction History
Wr Wealth Planners, LLC
- $347 Million
- Q3 2024
A detailed history of Wr Wealth Planners, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 109 shares of SCHH stock, worth $2,445. This represents 0.0% of its overall portfolio holdings.
Number of Shares
109
Previous 109
-0.0%
Holding current value
$2,445
Previous $2,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SCHH
# of Institutions
531Shares Held
175MCall Options Held
22.2KPut Options Held
84.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA52.9MShares$1.19 Billion2.52% of portfolio
-
Us Bancorp \De\27.6MShares$619 Million0.83% of portfolio
-
Creative Planning Overland Park, KS25.7MShares$577 Million0.59% of portfolio
-
Northwestern Mutual Wealth Management CO7.55MShares$169 Million0.16% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.98MShares$157 Million0.58% of portfolio