Diligent Investors, LLC Schwab Strategic U.S. Reit ETF Transaction History

Diligent Investors, LLC

$391 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2017 Feb 12, 2018	SELL	N/A	-5,049 Closed	0 $0
Q3 2017 Nov 09, 2017	SELL	N/A	-633 Reduced 11.14%	5,049 $208,000
Q2 2017 Aug 11, 2017	BUY	N/A	5,682	5,682 $234,000

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

$157 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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