Stephens Consulting, LLC Schwab Strategic U.S. Reit ETF Transaction History

Stephens Consulting, LLC

$400 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 19, 2023	SELL	$17.68 - $20.46 $64,143 - $74,228	-3,628 Closed	0 $0
Q3 2022 Jan 19, 2023	BUY	$18.45 - $23.6 $66,936 - $85,620	3,628 New	3,628 $67.8 Million

Others Institutions Holding SCHH

# of Institutions

556

Shares Held

177M

Call Options Held

20.1K

Put Options Held

81.7K

Financial Engines Advisors L.L.C. Santa Clara, CA

53.8M
Shares

$1.12 Billion
2.39% of portfolio
Us Bancorp \De\

28.4M
Shares

$594 Million
0.79% of portfolio
Creative Planning Overland Park, KS

24.3M
Shares

$507 Million
0.5% of portfolio
Northwestern Mutual Wealth Management CO

7.65M
Shares

$160 Million
0.14% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

7.23M
Shares

$151 Million
0.55% of portfolio

About SCHWAB STRATEGIC U.S. REIT ETF

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