Global Wealth Management Investment Advisory, Inc. Schwab Strategic U.S. Reit ETF Transaction History

Global Wealth Management Investment Advisory, Inc.

$407 Million
Q1 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2020 Nov 16, 2020	SELL	N/A	-257 Closed	0 $0
Q2 2020 Aug 12, 2020	SELL	N/A	-65 Reduced 20.19%	257 $9,000
Q1 2020 May 14, 2020	BUY	N/A	19 Added 6.27%	322 $11,000
Q4 2019 Feb 14, 2020	SELL	N/A	-104 Reduced 25.55%	303 $14,000
Q4 2018 Feb 14, 2019	BUY	N/A	407 New	407 $16,000

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

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
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