Bedel Financial Consulting, Inc. Schwab Strategic U.S. Reit ETF Transaction History

Bedel Financial Consulting, Inc.

$716 Million
Q3 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 04, 2022	SELL	$20.18 - $25.97 $42,297 - $54,433	-2,096 Closed	0 $0
Q1 2022 Apr 19, 2022	BUY	$22.75 - $26.16 $25,298 - $29,089	1,112 Added 113.01%	2,096 $52,000
Q4 2021 Jan 11, 2022	BUY	$22.99 - $26.35 $3,103 - $3,557	135 Added 15.9%	984 $52,000
Q3 2021 Oct 12, 2021	SELL	$22.84 - $24.92 $16,833 - $18,366	-737 Reduced 46.47%	849 $39,000
Q2 2021 Aug 03, 2021	BUY	$20.92 - $23.68 $62 - $71	3 Added 0.19%	1,586 $73,000
Q1 2021 Apr 26, 2021	BUY	$18.25 - $20.79 $3,084 - $3,513	169 Added 11.95%	1,583 $65,000
Q4 2020 Feb 02, 2021	BUY	$17.04 - $19.33 $102 - $115	6 Added 0.43%	1,414 $54,000
Q3 2020 Oct 20, 2020	BUY	$16.99 - $18.73 $50 - $56	3 Added 0.21%	1,408 $50,000
Q2 2020 Jul 14, 2020	BUY	$14.77 - $20.35 $398 - $549	27 Added 1.96%	1,405 $49,000
Q1 2020 May 06, 2020	BUY	$13.54 - $24.27 $27 - $48	2 Added 0.15%	1,378 $45,000
Q4 2019 Jan 28, 2020	BUY	$22.24 - $24.07 $133 - $144	6 Added 0.44%	1,376 $63,000
Q3 2019 Oct 09, 2019	SELL	$23.18 - $23.61 $3,685 - $3,753	-159 Reduced 10.4%	1,370 $65,000
Q1 2019 May 02, 2019	BUY	N/A	514 Added 50.64%	1,529 $68,000
Q3 2018 Nov 01, 2018	BUY	N/A	287 Added 39.42%	1,015 $40,000
Q2 2018 Jul 18, 2018	BUY	N/A	228 Added 45.6%	728 $30,000
Q1 2018 May 03, 2018	BUY	N/A	500 New	500 $19,000

Others Institutions Holding SCHH

# of Institutions

533

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

$1.15 Billion
2.52% of portfolio
Us Bancorp \De\

27.6M
Shares

$600 Million
0.83% of portfolio
Creative Planning Overland Park, KS

25.7M
Shares

$559 Million
0.59% of portfolio
Northwestern Mutual Wealth Management CO

7.55M
Shares

$164 Million
0.16% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

6.98M
Shares

$152 Million
0.58% of portfolio

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