Cwa Asset Management Group, LLC Schwab Strategic U.S. Reit ETF Transaction History
Cwa Asset Management Group, LLC
- $1.95 Billion
- Q4 2024
A detailed history of Cwa Asset Management Group, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Cwa Asset Management Group, LLC holds 19,063 shares of SCHH stock, worth $385,072. This represents 0.02% of its overall portfolio holdings.
Number of Shares
19,063
Previous 16,496
15.56%
Holding current value
$385,072
Previous $382,000
4.97%
% of portfolio
0.02%
Previous 0.02%
Shares
29 transactions
Others Institutions Holding SCHH
# of Institutions
530Shares Held
175MCall Options Held
22.2KPut Options Held
84.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA52.9MShares$1.07 Billion2.52% of portfolio
-
Us Bancorp \De\27.6MShares$557 Million0.83% of portfolio
-
Creative Planning Overland Park, KS25.7MShares$519 Million0.59% of portfolio
-
Northwestern Mutual Wealth Management CO7.55MShares$152 Million0.16% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.98MShares$141 Million0.58% of portfolio