Bestgate Wealth Advisors, LLC Schwab Strategic U.S. Reit ETF Transaction History
Bestgate Wealth Advisors, LLC
- $56.9 Billion
- Q4 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 45,397 shares of SCHH stock, worth $962,416. This represents 1.67% of its overall portfolio holdings.
Number of Shares
45,397
Previous 47,176
3.77%
Holding current value
$962,416
Previous $1.02 Billion
6.81%
% of portfolio
1.67%
Previous 1.8%
Shares
4 transactions
Others Institutions Holding SCHH
# of Institutions
599Shares 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