Sagace Wealth Management LLC Schwab Strategic U.S. Reit ETF Transaction History
Sagace Wealth Management LLC
- $134 Billion
- Q4 2024
A detailed history of Sagace Wealth Management LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Sagace Wealth Management LLC holds 110,289 shares of SCHH stock, worth $2.29 Million. This represents 1.74% of its overall portfolio holdings.
Number of Shares
110,289Holding current value
$2.29 Million% of portfolio
1.74%Shares
1 transactions
Others Institutions Holding SCHH
# of Institutions
532Shares Held
175MCall Options Held
22.2KPut Options Held
84.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA52.9MShares$1.1 Billion2.52% of portfolio
-
Us Bancorp \De\27.6MShares$573 Million0.83% of portfolio
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Creative Planning Overland Park, KS25.7MShares$534 Million0.59% of portfolio
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Northwestern Mutual Wealth Management CO7.55MShares$157 Million0.16% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA6.98MShares$145 Million0.58% of portfolio