Sea Crest Wealth Management, LLC Schwab Strategic U.S. Reit ETF Transaction History
Sea Crest Wealth Management, LLC
- $913 Million
- Q4 2025
A detailed history of Sea Crest Wealth Management, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 61,298 shares of SCHH stock, worth $1.3 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
61,298
Previous 58,552
4.69%
Holding current value
$1.3 Million
Previous $1.26 Million
2.93%
% of portfolio
0.14%
Previous 0.14%
Shares
33 transactions
Others Institutions Holding SCHH
# of Institutions
602Shares Held
182MCall Options Held
24.3KPut Options Held
21.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA57.1MShares$1.21 Billion2.36% of portfolio
-
Us Bancorp \De\32.1MShares$680 Million0.83% of portfolio
-
Creative Planning Overland Park, KS21.7MShares$460 Million0.36% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA8.36MShares$177 Million0.76% of portfolio
-
Northwestern Mutual Wealth Management CO7.45MShares$158 Million0.11% of portfolio