Argi Investment Services, LLC Schwab Strategic U.S. Reit ETF Transaction History

Argi Investment Services, LLC

$1.25 Billion
Q2 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 May 04, 2018	SELL	N/A	-5,252 Closed	0 $0
Q4 2017 Feb 14, 2018	SELL	N/A	-60 Reduced 1.13%	5,252 $219,000
Q2 2017 Aug 08, 2017	BUY	N/A	5,312	5,312 $219,000

Others Institutions Holding SCHH

# of Institutions

499

Shares Held

255M

Call Options Held

28.4K

Put Options Held

83.1K

Charles Schwab Investment Management Inc San Francisco, CA

84.7M
Shares

$1.92 Billion
0.33% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

52.8M
Shares

$1.19 Billion
2.35% of portfolio
Us Bancorp \De\

27.3M
Shares

$616 Million
0.75% of portfolio
Creative Planning Overland Park, KS

27.3M
Shares

$616 Million
0.58% of portfolio
Northwestern Mutual Wealth Management CO

7.72M
Shares

$174 Million
0.15% of portfolio

About SCHWAB STRATEGIC U.S. REIT ETF

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