Compass Ion Advisors, LLC Schwab Strategic U.S. Reit ETF Transaction History

Compass Ion Advisors, LLC

$759 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 20, 2022	SELL	$22.75 - $26.16 $108,130 - $124,338	-4,753 Closed	0 $0
Q4 2021 Feb 02, 2022	BUY	$22.99 - $26.35 $109,271 - $125,241	4,753 New	4,753 $250,000

Others Institutions Holding SCHH

# of Institutions

533

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

$1.1 Billion
2.52% of portfolio
Us Bancorp \De\

27.6M
Shares

$576 Million
0.83% of portfolio
Creative Planning Overland Park, KS

25.7M
Shares

$536 Million
0.59% of portfolio
Northwestern Mutual Wealth Management CO

7.55M
Shares

$158 Million
0.16% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

6.98M
Shares

$146 Million
0.58% of portfolio

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
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