Lvw Advisors, LLC Schwab Strategic U.S. Reit ETF Transaction History

Lvw Advisors, LLC

$771 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 11, 2020	SELL	$14.77 - $20.35 $1.68 Million - $2.32 Million	-113,864 Closed	0 $0
Q1 2020 Apr 23, 2020	SELL	$13.54 - $24.27 $23,830 - $42,715	-1,760 Reduced 1.52%	113,864 $3.73 Million
Q4 2019 Feb 10, 2020	SELL	$22.24 - $24.07 $192,509 - $208,349	-8,656 Reduced 6.96%	115,624 $5.31 Million
Q3 2019 Oct 22, 2019	BUY	$23.18 - $23.61 $175,449 - $178,704	7,569 Added 6.49%	124,280 $5.86 Million
Q2 2019 Aug 14, 2019	SELL	N/A	-2,608 Reduced 2.19%	116,711 $5.19 Million
Q1 2019 May 03, 2019	SELL	N/A	-6,373 Reduced 5.07%	119,319 $5.3 Million
Q4 2018 Feb 05, 2019	SELL	N/A	-40,493 Reduced 24.37%	125,692 $4.84 Million
Q3 2018 Nov 02, 2018	SELL	N/A	-36,103 Reduced 17.85%	166,185 $6.94 Million
Q2 2018 Jul 31, 2018	BUY	N/A	202,288 New	202,288 $8.45 Million

Others Institutions Holding SCHH

# of Institutions

531

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

$1.2 Billion
2.52% of portfolio
Us Bancorp \De\

27.6M
Shares

$627 Million
0.83% of portfolio
Creative Planning Overland Park, KS

25.7M
Shares

$584 Million
0.59% of portfolio
Northwestern Mutual Wealth Management CO

7.55M
Shares

$172 Million
0.16% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

6.98M
Shares

$159 Million
0.58% of portfolio

About SCHWAB STRATEGIC U.S. REIT ETF

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