Portland Financial Advisors Inc Schwab Strategic U.S. Reit ETF Transaction History
Portland Financial Advisors Inc
- $46.9 Billion
- Q3 2025
A detailed history of Portland Financial Advisors Inc transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Portland Financial Advisors Inc holds 21,000 shares of SCHH stock, worth $445,200. This represents 0.97% of its overall portfolio holdings.
Number of Shares
21,000
Previous 21,000
-0.0%
Holding current value
$445,200
Previous $444 Million
1.94%
% of portfolio
0.97%
Previous 1.07%
Shares
3 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