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

499

Shares Held

255M

Call Options Held

28.4K

Put Options Held

83.1K

Charles Schwab Investment Management Inc San Francisco, CA

84.7M
Shares

$1.92 Billion
0.33% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

52.8M
Shares

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

27.3M
Shares

$616 Million
0.75% of portfolio
Creative Planning Overland Park, KS

27.3M
Shares

$616 Million
0.58% of portfolio
Northwestern Mutual Wealth Management CO

7.72M
Shares

$174 Million
0.15% of portfolio

About SCHWAB STRATEGIC U.S. REIT ETF

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