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

Carolina Wealth Advisors, LLC

$197 Million
Q2 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

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

Ticker SCHH
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