Watershed Private Wealth LLC Schwab Strategic U.S. Reit ETF Transaction History
Watershed Private Wealth LLC
- $316 Billion
- Q3 2025
A detailed history of Watershed Private Wealth LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Watershed Private Wealth LLC holds 24,078 shares of SCHH stock, worth $510,453. This represents 0.16% of its overall portfolio holdings.
Number of Shares
24,078
Previous 24,124
0.19%
Holding current value
$510,453
Previous $510 Million
1.74%
% of portfolio
0.16%
Previous 0.19%
Shares
12 transactions
Others Institutions Holding SCHH
# of Institutions
601Shares Held
182MCall Options Held
24.3KPut Options Held
21.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA57.1MShares$1.21 Billion2.36% of portfolio
-
Us Bancorp \De\32.1MShares$680 Million0.83% of portfolio
-
Creative Planning Overland Park, KS21.7MShares$460 Million0.36% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA8.36MShares$177 Million0.76% of portfolio
-
Northwestern Mutual Wealth Management CO7.45MShares$158 Million0.11% of portfolio