Stockman Wealth Management, Inc. Schwab Strategic U.S. Reit ETF Transaction History
Stockman Wealth Management, Inc.
- $620 Million
- Q4 2024
A detailed history of Stockman Wealth Management, Inc. transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Stockman Wealth Management, Inc. holds 42,010 shares of SCHH stock, worth $902,794. This represents 0.14% of its overall portfolio holdings.
Number of Shares
42,010
Previous 33,685
24.71%
Holding current value
$902,794
Previous $780,000
13.33%
% of portfolio
0.14%
Previous 0.13%
Shares
4 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$1.14 Billion2.52% of portfolio
-
Us Bancorp \De\28.4MShares$611 Million0.79% of portfolio
-
Creative Planning Overland Park, KS25.7MShares$552 Million0.59% of portfolio
-
Northwestern Mutual Wealth Management CO7.55MShares$162 Million0.16% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.98MShares$150 Million0.58% of portfolio