Carolina Wealth Advisors, LLC Schwab Strategic U.S. Reit ETF Transaction History

Carolina Wealth Advisors, LLC

$189 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 22, 2021	SELL	$20.92 - $23.68 $1,799 - $2,036	-86 Closed	0 $0
Q1 2021 Apr 09, 2021	BUY	$18.25 - $20.79 $1,569 - $1,787	86 New	86 $4,000

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

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
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