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

Market Street Wealth Management Advisors LLC

$507 Million
Q1 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2020 Oct 28, 2020	SELL	N/A	-12,215 Closed	0 $0
Q2 2020 Jul 17, 2020	BUY	N/A	1,951 Added 19.01%	12,215 $430,000
Q1 2020 Apr 20, 2020	BUY	N/A	10,264 New	10,264 $336,000

Others Institutions Holding SCHH

# of Institutions

504

Shares Held

248M

Call Options Held

36K

Put Options Held

1.6K

Charles Schwab Investment Advisory, Inc. San Francisco, CA

53.9M
Shares

$1.07 Billion
1.5% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

50.7M
Shares

$1.01 Billion
2.32% of portfolio
Creative Planning Overland Park, KS

28.5M
Shares

$568 Million
0.64% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

27.3M
Shares

$546 Million
0.13% of portfolio
Us Bancorp \De\

26.1M
Shares

$520 Million
0.74% of portfolio

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About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
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