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

Hamilton Wealth, LLC

$349 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 04, 2022	SELL	$22.75 - $26.16 $319,637 - $367,548	-14,050 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$22.99 - $26.35 $323,009 - $370,217	14,050 New	14,050 $740,000

Others Institutions Holding SCHH

# of Institutions

500

Shares Held

255M

Call Options Held

28.4K

Put Options Held

83.1K

Charles Schwab Investment Management Inc San Francisco, CA

84.7M
Shares

$1.95 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

$628 Million
0.75% of portfolio
Creative Planning Overland Park, KS

27.3M
Shares

$627 Million
0.58% of portfolio
Northwestern Mutual Wealth Management CO

7.72M
Shares

$178 Million
0.15% of portfolio

About SCHWAB STRATEGIC U.S. REIT ETF

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