Jfs Wealth Advisors, LLC Schwab Strategic U.S. Reit ETF Transaction History
Jfs Wealth Advisors, LLC
- $1.49 Billion
- Q3 2024
A detailed history of Jfs Wealth Advisors, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 70 shares of SCHH stock, worth $1,477. This represents 0.0% of its overall portfolio holdings.
Number of Shares
70
Previous 70
-0.0%
Holding current value
$1,477
Previous $1,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
4 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$1.12 Billion2.52% of portfolio
-
Us Bancorp \De\27.6MShares$582 Million0.83% of portfolio
-
Creative Planning Overland Park, KS25.7MShares$542 Million0.59% of portfolio
-
Northwestern Mutual Wealth Management CO7.55MShares$159 Million0.16% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.98MShares$147 Million0.58% of portfolio