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

Gsb Wealth Management, LLC

$352 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 08, 2023	SELL	$18.34 - $19.64 $138,778 - $148,615	-7,567 Reduced 86.16%	1,215 $23,000
Q1 2023 May 18, 2023	BUY	$18.01 - $21.78 $158,163 - $191,271	8,782 New	8,782 $171,000

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

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
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