Peloton Wealth Strategists Schwab Strategic U.S. Reit ETF Transaction History
Peloton Wealth Strategists
- $246 Million
- Q3 2024
A detailed history of Peloton Wealth Strategists transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Peloton Wealth Strategists holds 79,955 shares of SCHH stock, worth $1.69 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
79,955
Previous 76,065
5.11%
Holding current value
$1.69 Million
Previous $1.52 Million
21.92%
% of portfolio
0.75%
Previous 0.64%
Shares
13 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