Certified Advisory Corp Schwab Strategic U.S. Reit ETF Transaction History

Certified Advisory Corp

$882 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 27, 2020	SELL	$14.77 - $20.35 $413 - $569	-28 Closed	0 $0
Q1 2020 Apr 27, 2020	SELL	$13.54 - $24.27 $1,719 - $3,082	-127 Reduced 81.94%	28 $1,000
Q4 2019 Jan 29, 2020	BUY	$22.24 - $24.07 $355 - $385	16 Added 11.51%	155 $7,000
Q3 2019 Nov 12, 2019	BUY	$23.18 - $23.61 $278 - $283	12 Added 9.45%	139 $7,000
Q2 2019 Aug 07, 2019	SELL	N/A	-528 Reduced 80.61%	127 $6,000
Q1 2019 May 07, 2019	BUY	N/A	143 Added 27.93%	655 $29,000
Q4 2018 Feb 04, 2019	BUY	N/A	20 Added 4.07%	512 $20,000
Q3 2018 Nov 13, 2018	BUY	N/A	14 Added 2.93%	492 $21,000
Q2 2018 Aug 14, 2018	BUY	N/A	14 Added 3.02%	478 $20,000
Q1 2018 Apr 30, 2018	SELL	N/A	-18,751 Reduced 97.59%	464 $17,000
Q4 2017 Feb 22, 2018	BUY	N/A	19,215	19,215 $19,000

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

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