Seven Springs Wealth Group, LLC Schwab Strategic U.S. Reit ETF Transaction History

Seven Springs Wealth Group, LLC

$249 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 20, 2020	SELL	$13.54 - $24.27 $1,056 - $1,893	-78 Closed	0 $0
Q4 2019 Feb 21, 2020	BUY	$22.24 - $24.07 $1,734 - $1,877	78 New	78 $4,000

Others Institutions Holding SCHH

# of Institutions

518

Shares Held

256M

Call Options Held

28.4K

Put Options Held

83.1K

Charles Schwab Investment Management Inc San Francisco, CA

84.7M
Shares

$1.87 Billion
0.33% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

52.8M
Shares

$1.17 Billion
2.35% of portfolio
Us Bancorp \De\

27.6M
Shares

$610 Million
0.83% of portfolio
Creative Planning Overland Park, KS

25.7M
Shares

$568 Million
0.59% of portfolio
Northwestern Mutual Wealth Management CO

7.72M
Shares

$171 Million
0.15% of portfolio

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 Seven Springs Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Seven Springs Wealth Group, LLC with notifications on news.