Global Strategic Investment Solutions, LLC Schwab Strategic U.S. Reit ETF Transaction History

Global Strategic Investment Solutions, LLC

$804 Million
Q1 2024

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Aug 11, 2020	SELL	N/A	-34,003 Closed	0 $0
Q1 2020 Apr 15, 2020	SELL	N/A	-90,915 Reduced 72.78%	34,003 $1.11 Million
Q4 2019 Mar 06, 2020	SELL	N/A	-17,450 Reduced 12.26%	124,918 $5.74 Million
Q3 2019 Mar 06, 2020	BUY	N/A	3,045 Added 2.19%	142,368 $6.72 Million
Q2 2019 Oct 23, 2019	BUY	N/A	2,782 Added 2.04%	139,323 $6.19 Million

Q1 2019 Mar 06, 2020	BUY	N/A	37,562 Added 37.95%	136,541 $6.07 Million
Q4 2018 Mar 18, 2020	BUY	N/A	98,979 New	98,979 $3.81 Million

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

View Full List

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 Global Strategic Investment Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Global Strategic Investment Solutions, LLC with notifications on news.

Account