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

Elmwood Wealth Management, Inc.

$206 Million
Q2 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

499

Shares Held

255M

Call Options Held

28.4K

Put Options Held

83.1K

Charles Schwab Investment Management Inc San Francisco, CA

84.7M
Shares

$1.94 Billion
0.33% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

52.8M
Shares

$1.21 Billion
2.35% of portfolio
Us Bancorp \De\

27.3M
Shares

$625 Million
0.75% of portfolio
Creative Planning Overland Park, KS

27.3M
Shares

$624 Million
0.58% of portfolio
Northwestern Mutual Wealth Management CO

7.72M
Shares

$177 Million
0.15% 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 Elmwood Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Elmwood Wealth Management, Inc. with notifications on news.