Sagace Wealth Management LLC Schwab Strategic U.S. Reit ETF Transaction History
Sagace Wealth Management LLC
- $147 Billion
- Q3 2025
A detailed history of Sagace Wealth Management LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Sagace Wealth Management LLC holds 123,544 shares of SCHH stock, worth $2.62 Million. This represents 1.81% of its overall portfolio holdings.
Number of Shares
123,544
Previous 115,418
7.04%
Holding current value
$2.62 Million
Previous $2.44 Billion
9.11%
% of portfolio
1.81%
Previous 1.83%
Shares
4 transactions
Others Institutions Holding SCHH
# of Institutions
600Shares 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