Edmond De Rothschild Holding S.A. Schwab Strategic U.S. Reit ETF Transaction History

Edmond De Rothschild Holding S.A.

$5.87 Billion
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 09, 2022	SELL	N/A	-240 Reduced 34.29%	460 $9,000
Q1 2022 May 10, 2022	BUY	N/A	350 Added 100.0%	700 $17,000
Q2 2020 Aug 07, 2020	BUY	N/A	350 New	350 $12,000

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

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