Wr Wealth Planners, LLC Schwab Strategic U.S. Reit ETF Transaction History
Wr Wealth Planners, LLC
- $301 Million
- Q4 2024
A detailed history of Wr Wealth Planners, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 109 shares of SCHH stock, worth $2,254. This represents 0.0% of its overall portfolio holdings.
Number of Shares
109
Previous 109
-0.0%
Holding current value
$2,254
Previous $2,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SCHH
# of Institutions
558Shares Held
178MCall Options Held
20.1KPut Options Held
81.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA53.8MShares$1.11 Billion2.39% of portfolio
-
Us Bancorp \De\28.4MShares$588 Million0.79% of portfolio
-
Creative Planning Overland Park, KS24.3MShares$502 Million0.5% of portfolio
-
Northwestern Mutual Wealth Management CO7.65MShares$158 Million0.14% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA7.23MShares$150 Million0.55% of portfolio