Gradient Capital Advisors, LLC Schwab Strategic U.S. Reit ETF Transaction History
Gradient Capital Advisors, LLC
- $304 Million
- Q4 2024
A detailed history of Gradient Capital Advisors, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 43,110 shares of SCHH stock, worth $889,359. This represents 0.3% of its overall portfolio holdings.
Number of Shares
43,110
Previous 43,637
1.21%
Holding current value
$889,359
Previous $1.01 Million
10.29%
% of portfolio
0.3%
Previous 0.34%
Shares
29 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