Integrated Wealth Concepts LLC Schwab Strategic U.S. Reit ETF Transaction History
Integrated Wealth Concepts LLC
- $7.83 Billion
- Q3 2024
A detailed history of Integrated Wealth Concepts LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 17,264 shares of SCHH stock, worth $369,967. This represents 0.01% of its overall portfolio holdings.
Number of Shares
17,264
Previous 18,227
5.28%
Holding current value
$369,967
Previous $363,000
10.19%
% of portfolio
0.01%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding SCHH
# of Institutions
546Shares Held
184MCall Options Held
22.2KPut Options Held
84.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA53.8MShares$1.15 Billion2.39% of portfolio
-
Us Bancorp \De\28.4MShares$610 Million0.79% of portfolio
-
Creative Planning Overland Park, KS25.7MShares$551 Million0.59% of portfolio
-
Brooklyn Fi, LLC New York, NY7.69MShares$165 Million0.88% of portfolio
-
Northwestern Mutual Wealth Management CO7.65MShares$164 Million0.14% of portfolio