Kathleen S. Wright Associates Inc. Schwab Strategic U.S. Reit ETF Transaction History
Kathleen S. Wright Associates Inc.
- $242 Million
- Q4 2024
A detailed history of Kathleen S. Wright Associates Inc. transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 105 shares of SCHH stock, worth $2,262. This represents 0.0% of its overall portfolio holdings.
Number of Shares
105
Previous 105
-0.0%
Holding current value
$2,262
Previous $2,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SCHH
# of Institutions
556Shares Held
177MCall Options Held
20.1KPut Options Held
81.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA53.8MShares$1.16 Billion2.39% of portfolio
-
Us Bancorp \De\28.4MShares$613 Million0.79% of portfolio
-
Creative Planning Overland Park, KS24.3MShares$524 Million0.5% of portfolio
-
Northwestern Mutual Wealth Management CO7.65MShares$165 Million0.14% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA7.23MShares$156 Million0.55% of portfolio