Upper Left Wealth Management, LLC Schwab Strategic U.S. Reit ETF Transaction History
Upper Left Wealth Management, LLC
- $109 Million
- Q2 2024
A detailed history of Upper Left Wealth Management, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 191,784 shares of SCHH stock, worth $4.34 Million. This represents 3.52% of its overall portfolio holdings.
Number of Shares
191,784
Previous 180,857
6.04%
Holding current value
$4.34 Million
Previous $3.67 Million
4.3%
% of portfolio
3.52%
Previous 3.47%
Shares
11 transactions
Others Institutions Holding SCHH
# of Institutions
516Shares Held
255MCall Options Held
28.4KPut Options Held
83.1K-
Charles Schwab Investment Management Inc San Francisco, CA84.7MShares$1.92 Billion0.33% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA52.8MShares$1.2 Billion2.35% of portfolio
-
Us Bancorp \De\27.6MShares$625 Million0.83% of portfolio
-
Creative Planning Overland Park, KS25.7MShares$582 Million0.59% of portfolio
-
Northwestern Mutual Wealth Management CO7.72MShares$175 Million0.15% of portfolio