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 $918,243. This represents 0.3% of its overall portfolio holdings.
Number of Shares
43,110
Previous 43,637
1.21%
Holding current value
$918,243
Previous $1.01 Million
10.29%
% of portfolio
0.3%
Previous 0.34%
Shares
29 transactions
Others Institutions Holding SCHH
# of Institutions
558Shares Held
177MCall Options Held
20.1KPut Options Held
81.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA53.8MShares$1.15 Billion2.39% of portfolio
-
Us Bancorp \De\28.4MShares$606 Million0.79% of portfolio
-
Creative Planning Overland Park, KS24.3MShares$517 Million0.5% of portfolio
-
Northwestern Mutual Wealth Management CO7.65MShares$163 Million0.14% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA7.23MShares$154 Million0.55% of portfolio