Bestgate Wealth Advisors, LLC Schwab Strategic U.S. Reit ETF Transaction History
Bestgate Wealth Advisors, LLC
- $56.6 Billion
- Q3 2025
A detailed history of Bestgate Wealth Advisors, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Bestgate Wealth Advisors, LLC holds 47,176 shares of SCHH stock, worth $1 Million. This represents 1.8% of its overall portfolio holdings.
Number of Shares
47,176
Previous 46,046
2.45%
Holding current value
$1 Million
Previous $990 Million
2.74%
% of portfolio
1.8%
Previous 2.05%
Shares
3 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