Wt Wealth Management Schwab Strategic U.S. Reit ETF Transaction History
Wt Wealth Management
- $240 Million
- Q4 2023
A detailed history of Wt Wealth Management transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Wt Wealth Management holds 20,206 shares of SCHH stock, worth $401,089. This represents 0.17% of its overall portfolio holdings.
Number of Shares
20,206
Previous 22,187
8.93%
Holding current value
$401,089
Previous $393,000
6.36%
% of portfolio
0.17%
Previous 0.18%
Shares
18 transactions
Others Institutions Holding SCHH
# of Institutions
505Shares 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$565 Million0.64% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA27.3MShares$543 Million0.13% of portfolio
-
Us Bancorp \De\26.1MShares$518 Million0.74% of portfolio