D. Scott Neal, Inc. Schwab Strategic U.S. Reit ETF Transaction History

D. Scott Neal, Inc.

$152 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 Apr 19, 2018	SELL	N/A	-12,926 Closed	0 $0
Q4 2017 Feb 16, 2018	BUY	N/A	11,869 Added 1122.89%	12,926 $538,000
Q3 2017 Oct 18, 2017	BUY	N/A	1,057	1,057 $43,000

Others Institutions Holding SCHH

# of Institutions

504

Shares Held

248M

Call Options Held

36K

Put Options Held

1.6K

Charles Schwab Investment Advisory, Inc. San Francisco, CA

53.9M
Shares

$1.07 Billion
1.5% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

50.7M
Shares

$1.01 Billion
2.32% of portfolio
Creative Planning Overland Park, KS

28.5M
Shares

$568 Million
0.64% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

27.3M
Shares

$546 Million
0.13% of portfolio
Us Bancorp \De\

26.1M
Shares

$520 Million
0.74% of portfolio

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
Sector ETFs
Industry ETFs

More about SCHH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of D. Scott Neal, Inc., based on Form 13F filings with the SEC.

News

Stay updated on D. Scott Neal, Inc. with notifications on news.