Strategic Family Wealth Counselors, L.L.C. Schwab Strategic U.S. Reit ETF Transaction History
Strategic Family Wealth Counselors, L.L.C.
- $281 Million
- Q3 2024
A detailed history of Strategic Family Wealth Counselors, L.L.C. transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Strategic Family Wealth Counselors, L.L.C. holds 10,314 shares of SCHH stock, worth $219,997. This represents 0.08% of its overall portfolio holdings.
Number of Shares
10,314
Previous 10,314
-0.0%
Holding current value
$219,997
Previous $205,000
16.1%
% of portfolio
0.08%
Previous 0.08%
Shares
12 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$1.13 Billion2.52% of portfolio
-
Us Bancorp \De\27.6MShares$589 Million0.83% of portfolio
-
Creative Planning Overland Park, KS25.7MShares$548 Million0.59% of portfolio
-
Northwestern Mutual Wealth Management CO7.55MShares$161 Million0.16% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.98MShares$149 Million0.58% of portfolio