Creative One Wealth, LLC Schwab Strategic U.S. Reit ETF Transaction History
Creative One Wealth, LLC
- $2.76 Billion
- Q3 2024
A detailed history of Creative One Wealth, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Creative One Wealth, LLC holds 12,601 shares of SCHH stock, worth $265,881. This represents 0.01% of its overall portfolio holdings.
Number of Shares
12,601
Previous 12,314
2.33%
Holding current value
$265,881
Previous $246,000
18.29%
% of portfolio
0.01%
Previous 0.01%
Shares
28 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