Hhm Wealth Advisors, LLC Schwab Strategic U.S. Reit ETF Transaction History
Hhm Wealth Advisors, LLC
- $697 Million
- Q3 2024
A detailed history of Hhm Wealth Advisors, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 87,677 shares of SCHH stock, worth $1.83 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
87,677
Previous 86,534
1.32%
Holding current value
$1.83 Million
Previous $1.73 Million
17.53%
% of portfolio
0.29%
Previous 0.26%
Shares
23 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$1.11 Billion2.52% of portfolio
-
Us Bancorp \De\27.6MShares$576 Million0.83% of portfolio
-
Creative Planning Overland Park, KS25.7MShares$537 Million0.59% of portfolio
-
Northwestern Mutual Wealth Management CO7.55MShares$158 Million0.16% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.98MShares$146 Million0.58% of portfolio