Watershed Private Wealth LLC Schwab Strategic U.S. Reit ETF Transaction History
Watershed Private Wealth LLC
- $256 Billion
- Q4 2024
A detailed history of Watershed Private Wealth LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Watershed Private Wealth LLC holds 39,979 shares of SCHH stock, worth $851,552. This represents 0.33% of its overall portfolio holdings.
Number of Shares
39,979
Previous 41,179
2.91%
Holding current value
$851,552
Previous $954 Million
11.76%
% of portfolio
0.33%
Previous 0.38%
Shares
9 transactions
Others Institutions Holding SCHH
# of Institutions
557Shares Held
177MCall Options Held
20.1KPut Options Held
81.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA53.8MShares$1.15 Billion2.39% of portfolio
-
Us Bancorp \De\28.4MShares$606 Million0.79% of portfolio
-
Creative Planning Overland Park, KS24.3MShares$517 Million0.5% of portfolio
-
Northwestern Mutual Wealth Management CO7.65MShares$163 Million0.14% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA7.23MShares$154 Million0.55% of portfolio