Executive Wealth Management, LLC Schwab Strategic U.S. Reit ETF Transaction History

Executive Wealth Management, LLC

$1.16 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Oct 30, 2019	SELL	$23.18 - $23.61 $35,048 - $35,698	-1,512 Closed	0 $0
Q2 2019 Aug 01, 2019	BUY	N/A	1,512 New	1,512 $67,000

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

$1.2 Billion
2.52% of portfolio
Us Bancorp \De\

27.6M
Shares

$627 Million
0.83% of portfolio
Creative Planning Overland Park, KS

25.7M
Shares

$584 Million
0.59% of portfolio
Northwestern Mutual Wealth Management CO

7.55M
Shares

$172 Million
0.16% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

6.98M
Shares

$159 Million
0.58% of portfolio

About SCHWAB STRATEGIC U.S. REIT ETF

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