Market Street Wealth Management Advisors LLC Schwab Strategic U.S. Reit ETF Transaction History

Market Street Wealth Management Advisors LLC

$545 Million
Q4 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2020 Oct 28, 2020	SELL	$16.99 - $18.73 $207,532 - $228,786	-12,215 Closed	0 $0
Q2 2020 Jul 17, 2020	BUY	$14.77 - $20.35 $28,816 - $39,702	1,951 Added 19.01%	12,215 $430,000
Q1 2020 Apr 20, 2020	BUY	$13.54 - $24.27 $138,974 - $249,107	10,264 New	10,264 $336,000

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

$1.14 Billion
2.52% of portfolio
Us Bancorp \De\

28.4M
Shares

$611 Million
0.79% of portfolio
Creative Planning Overland Park, KS

25.7M
Shares

$552 Million
0.59% of portfolio
Northwestern Mutual Wealth Management CO

7.55M
Shares

$162 Million
0.16% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

6.98M
Shares

$150 Million
0.58% of portfolio

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
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