Caldwell Trust CO Schwab Strategic U.S. Reit ETF Transaction History

Caldwell Trust CO

$1.07 Trillion
Q3 2025

A detailed history of Caldwell Trust CO transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Caldwell Trust CO holds 424 shares of SCHH stock, worth $9,082. This represents 0.0% of its overall portfolio holdings.

Number of Shares

424

Holding current value

$9,082

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 23, 2025	BUY	$20.76 - $21.78 $8,802 - $9,234	424 New	424 $9.15 Million

Others Institutions Holding SCHH

# of Institutions

584

Shares Held

178M

Call Options Held

59.3K

Put Options Held

15.1K

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

55.5M
Shares

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

30.5M
Shares

$654 Million
0.83% of portfolio
Creative Planning Overland Park, KS

22.6M
Shares

$485 Million
0.41% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

7.87M
Shares

$169 Million
0.68% of portfolio
Northwestern Mutual Wealth Management CO

7.86M
Shares

$168 Million
0.12% of portfolio

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About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
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