Elmwood Wealth Management, Inc. Schwab Strategic U.S. Reit ETF Transaction History

Elmwood Wealth Management, Inc.

$222 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 13, 2021	SELL	$18.25 - $20.79 $912 - $1,039	-50 Closed	0 $0
Q2 2020 Aug 13, 2020	SELL	$14.77 - $20.35 $10,929 - $15,059	-740 Reduced 93.67%	50 $2,000
Q1 2020 May 12, 2020	BUY	$13.54 - $24.27 $10,696 - $19,173	790 New	790 $0
Q4 2019 Feb 05, 2020	SELL	$22.24 - $24.07 $1,756 - $1,901	-79 Closed	0 $0
Q3 2019 Nov 13, 2019	SELL	$23.18 - $23.61 $4,636 - $4,722	-200 Reduced 71.68%	79 $4,000
Q2 2019 Aug 07, 2019	SELL	N/A	-145 Reduced 34.2%	279 $12,000
Q1 2019 May 22, 2019	SELL	N/A	-126 Reduced 22.91%	424 $19,000
Q4 2018 Feb 14, 2019	SELL	N/A	-232 Reduced 29.67%	550 $0
Q3 2018 Oct 11, 2018	SELL	N/A	-5 Reduced 0.64%	782 $32.6 Million
Q2 2018 Aug 22, 2018	SELL	N/A	-3 Reduced 0.38%	787 $32.9 Million
Q1 2018 May 10, 2018	BUY	N/A	790 New	790 $30.2 Million

Others Institutions Holding SCHH

# of Institutions

531

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

$1.19 Billion
2.52% of portfolio
Us Bancorp \De\

27.6M
Shares

$619 Million
0.83% of portfolio
Creative Planning Overland Park, KS

25.7M
Shares

$577 Million
0.59% of portfolio
Northwestern Mutual Wealth Management CO

7.55M
Shares

$169 Million
0.16% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

6.98M
Shares

$157 Million
0.58% of portfolio

About SCHWAB STRATEGIC U.S. REIT ETF

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