Western Wealth Management, LLC Schwab Strategic U.S. Reit ETF Transaction History
Western Wealth Management, LLC
- $1.8 Billion
- Q3 2025
A detailed history of Western Wealth Management, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Western Wealth Management, LLC holds 17,018 shares of SCHH stock, worth $360,781. This represents 0.02% of its overall portfolio holdings.
Number of Shares
17,018
Previous 16,948
0.41%
Holding current value
$360,781
Previous $358,000
2.51%
% of portfolio
0.02%
Previous 0.02%
Shares
16 transactions
Others Institutions Holding SCHH
# of Institutions
602Shares 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