Hm Payson & CO Schwab Strategic U.S. Reit ETF Transaction History

Hm Payson & CO

$5.81 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 12, 2022	BUY	$22.75 - $26.16 $91 - $104	4 Added 100.0%	8 $0
Q2 2021 Aug 17, 2021	SELL	$20.92 - $23.68 $1,987 - $2,249	-95 Reduced 95.96%	4 $0
Q1 2021 Jun 15, 2021	BUY	$18.25 - $20.79 $1,806 - $2,058	99 New	99 $4,000

Others Institutions Holding SCHH

# of Institutions

533

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

$1.1 Billion
2.52% of portfolio
Us Bancorp \De\

27.6M
Shares

$576 Million
0.83% of portfolio
Creative Planning Overland Park, KS

25.7M
Shares

$536 Million
0.59% of portfolio
Northwestern Mutual Wealth Management CO

7.55M
Shares

$158 Million
0.16% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

6.98M
Shares

$146 Million
0.58% of portfolio

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
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