Arkadios Wealth Advisors Schwab Strategic U.S. Reit ETF Transaction History

Arkadios Wealth Advisors

$1.64 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 03, 2022	SELL	$22.99 - $26.35 $21,357 - $24,479	-929 Closed	0 $0
Q3 2021 Oct 19, 2021	SELL	$22.84 - $24.92 $68 - $74	-3 Reduced 0.32%	929 $42,000
Q2 2021 Jul 28, 2021	BUY	$20.92 - $23.68 $13,346 - $15,107	638 Added 217.01%	932 $42,000
Q1 2021 Apr 26, 2021	BUY	$18.25 - $20.79 $1,478 - $1,683	81 Added 38.03%	294 $12,000
Q4 2020 Feb 09, 2021	SELL	$17.04 - $19.33 $27,161 - $30,812	-1,594 Reduced 88.21%	213 $8,000
Q3 2020 Nov 10, 2020	SELL	$16.99 - $18.73 $42,491 - $46,843	-2,501 Reduced 58.05%	1,807 $65.3 Million
Q2 2020 Aug 10, 2020	BUY	$14.77 - $20.35 $60,483 - $83,333	4,095 Added 1922.54%	4,308 $150 Million
Q4 2019 Feb 14, 2020	BUY	$22.24 - $24.07 $4,737 - $5,126	213 New	213 $0

Others Institutions Holding SCHH

# of Institutions

532

Shares Held

175M

Call Options Held

22.2K

Put Options Held

84.6K

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

52.9M
Shares

$1.22 Billion
2.52% of portfolio
Us Bancorp \De\

27.6M
Shares

$638 Million
0.83% of portfolio
Creative Planning Overland Park, KS

25.7M
Shares

$594 Million
0.59% of portfolio
Northwestern Mutual Wealth Management CO

7.55M
Shares

$174 Million
0.16% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

6.98M
Shares

$161 Million
0.58% of portfolio

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
Sector ETFs
Industry ETFs

More about SCHH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Arkadios Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Arkadios Wealth Advisors with notifications on news.