Org Partners LLC Schwab Strategic U.S. Reit ETF Transaction History

Org Partners LLC

$689 Million
Q4 2024

A detailed history of Org Partners LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Org Partners LLC holds 113 shares of SCHH stock, worth $2,435. This represents 0.0% of its overall portfolio holdings.

Number of Shares

113

Previous 113 -0.0%

Holding current value

$2,435

Previous $2,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 16, 2024	BUY	$18.53 - $20.2 $2,093 - $2,282	113 New	113 $2,000

Others Institutions Holding SCHH

# of Institutions

556

Shares Held

177M

Call Options Held

20.1K

Put Options Held

81.7K

Financial Engines Advisors L.L.C. Santa Clara, CA

53.8M
Shares

$1.16 Billion
2.39% of portfolio
Us Bancorp \De\

28.4M
Shares

$613 Million
0.79% of portfolio
Creative Planning Overland Park, KS

24.3M
Shares

$524 Million
0.5% of portfolio
Northwestern Mutual Wealth Management CO

7.65M
Shares

$165 Million
0.14% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

7.23M
Shares

$156 Million
0.55% of portfolio

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
Sector ETFs
Industry ETFs

More about SCHH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Org Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Org Partners LLC with notifications on news.

Account