Capital Bank & Trust CO Schwab Strategic U.S. Reit ETF Transaction History

Capital Bank & Trust CO

$0
Q3 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 15, 2020	SELL	$13.54 - $24.27 $39,455 - $70,722	-2,914 Closed	0 $0
Q4 2019 Feb 18, 2020	BUY	$22.24 - $24.07 $64,807 - $70,139	2,914 New	2,914 $134,000

Others Institutions Holding SCHH

# of Institutions

531

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

$1.2 Billion
2.52% of portfolio
Us Bancorp \De\

27.6M
Shares

$627 Million
0.83% of portfolio
Creative Planning Overland Park, KS

25.7M
Shares

$584 Million
0.59% of portfolio
Northwestern Mutual Wealth Management CO

7.55M
Shares

$172 Million
0.16% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

6.98M
Shares

$159 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 Capital Bank & Trust CO, based on Form 13F filings with the SEC.

News

Stay updated on Capital Bank & Trust CO with notifications on news.