Appleton Group, LLC Schwab Strategic U.S. Reit ETF Transaction History

Appleton Group, LLC

$28.6 Million
Q3 2023

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 Aug 01, 2018	SELL	N/A	-233,515 Closed	0 $0
Q1 2018 May 02, 2018	BUY	N/A	47,615 Added 25.61%	233,515 $8.93 Million
Q4 2017 Jan 22, 2018	BUY	N/A	2,157 Added 1.17%	185,900 $7.74 Million
Q3 2017 Nov 03, 2017	BUY	N/A	183,743	183,743 $7.56 Million

Others Institutions Holding SCHH

# of Institutions

504

Shares Held

248M

Call Options Held

36K

Put Options Held

1.6K

Charles Schwab Investment Advisory, Inc. San Francisco, CA

53.9M
Shares

$1.07 Billion
1.5% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

50.7M
Shares

$1.01 Billion
2.32% of portfolio
Creative Planning Overland Park, KS

28.5M
Shares

$568 Million
0.64% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

27.3M
Shares

$546 Million
0.13% of portfolio
Us Bancorp \De\

26.1M
Shares

$520 Million
0.74% of portfolio

About SCHWAB STRATEGIC U.S. REIT ETF

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