Hazlett, Burt & Watson, Inc. Schwab Strategic U.S. Reit ETF Transaction History

Hazlett, Burt & Watson, Inc.

$217 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 25, 2023	BUY	$17.68 - $20.46 $2,545 - $2,946	144 Added 225.0%	208 $4,000
Q3 2022 Oct 20, 2022	BUY	$18.45 - $23.6 $1,180 - $1,510	64 New	64 $1,000

Others Institutions Holding SCHH

# of Institutions

532

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

$1.23 Billion
2.52% of portfolio
Us Bancorp \De\

27.6M
Shares

$642 Million
0.83% of portfolio
Creative Planning Overland Park, KS

25.7M
Shares

$598 Million
0.59% of portfolio
Northwestern Mutual Wealth Management CO

7.55M
Shares

$176 Million
0.16% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

6.98M
Shares

$162 Million
0.58% of portfolio

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
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