Vsm Wealth Advisory, LLC Schwab Strategic U.S. Reit ETF Transaction History
Vsm Wealth Advisory, LLC
- $322 Billion
- Q3 2025
A detailed history of Vsm Wealth Advisory, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Vsm Wealth Advisory, LLC holds 16,942 shares of SCHH stock, worth $359,170. This represents 0.11% of its overall portfolio holdings.
Number of Shares
16,942
Previous 17,629
3.9%
Holding current value
$359,170
Previous $373 Million
2.03%
% of portfolio
0.11%
Previous 0.12%
Shares
4 transactions
Others Institutions Holding SCHH
# of Institutions
600Shares 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