Congress Wealth Management LLC Schwab Strategic U.S. Reit ETF Transaction History
Congress Wealth Management LLC
- $6.94 Billion
- Q4 2024
A detailed history of Congress Wealth Management LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 154,127 shares of SCHH stock, worth $3.18 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
154,127
Previous 153,983
0.09%
Holding current value
$3.18 Million
Previous $3.57 Million
9.03%
% of portfolio
0.05%
Previous 0.05%
Shares
13 transactions
Others Institutions Holding SCHH
# of Institutions
558Shares Held
178MCall Options Held
20.1KPut Options Held
81.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA53.8MShares$1.11 Billion2.39% of portfolio
-
Us Bancorp \De\28.4MShares$587 Million0.79% of portfolio
-
Creative Planning Overland Park, KS24.3MShares$501 Million0.5% of portfolio
-
Northwestern Mutual Wealth Management CO7.65MShares$158 Million0.14% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA7.48MShares$154 Million0.68% of portfolio