Baltimore Washington Financial Advisors, Inc. Schwab Strategic U.S. Reit ETF Transaction History

Baltimore Washington Financial Advisors, Inc.

$1.8 Billion
Q3 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 31, 2022	BUY	$18.45 - $23.6 $119,925 - $153,400	6,500 New	6,500 $794,000
Q2 2022 Aug 05, 2022	SELL	$20.18 - $25.97 $27,626 - $35,552	-1,369 Closed	0 $0
Q1 2022 May 13, 2022	BUY	$22.75 - $26.16 $31,144 - $35,813	1,369 New	1,369 $4.05 Million
Q1 2018 Apr 16, 2018	SELL	N/A	-120,410 Closed	0 $0
Q4 2017 Jan 16, 2018	BUY	N/A	2,622 Added 2.23%	120,410 $5.01 Million
Q3 2017 Oct 18, 2017	BUY	N/A	117,788	117,788 $4.85 Million

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

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

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