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

Compass Ion Advisors, LLC

$958 Million
Q3 2025

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

589

Shares Held

178M

Call Options Held

59.3K

Put Options Held

15.1K

Financial Engines Advisors L.L.C. Santa Clara, CA

55.5M
Shares

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

30.5M
Shares

$654 Million
0.83% of portfolio
Creative Planning Overland Park, KS

22.6M
Shares

$485 Million
0.41% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

8.36M
Shares

$179 Million
0.76% of portfolio
Northwestern Mutual Wealth Management CO

7.86M
Shares

$168 Million
0.12% of portfolio

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
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