Blue Sky Wealth Advisors, LLC Schwab Strategic U.S. Reit ETF Transaction History
Blue Sky Wealth Advisors, LLC
- $642 Million
- Q3 2024
A detailed history of Blue Sky Wealth Advisors, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Blue Sky Wealth Advisors, LLC holds 828,468 shares of SCHH stock, worth $17.5 Million. This represents 2.99% of its overall portfolio holdings.
Number of Shares
828,468
Previous 801,277
3.39%
Holding current value
$17.5 Million
Previous $16 Million
19.96%
% of portfolio
2.99%
Previous 2.69%
Shares
29 transactions
Others Institutions Holding SCHH
# of Institutions
533Shares Held
175MCall Options Held
22.2KPut Options Held
84.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA52.9MShares$1.12 Billion2.52% of portfolio
-
Us Bancorp \De\27.6MShares$582 Million0.83% of portfolio
-
Creative Planning Overland Park, KS25.7MShares$542 Million0.59% of portfolio
-
Northwestern Mutual Wealth Management CO7.55MShares$159 Million0.16% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.98MShares$147 Million0.58% of portfolio