Means Investment Co., Inc. Schwab Strategic U.S. Reit ETF Transaction History

Means Investment Co., Inc.

$821 Million
Q2 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 17, 2022	BUY	N/A	24,610 Added 55.68%	68,810 $1.29 Million
Q2 2022 Jul 21, 2022	BUY	N/A	24,235 Added 121.39%	44,200 $932,000
Q1 2022 Apr 26, 2022	BUY	N/A	19,965 New	19,965 $497,000

Others Institutions Holding SCHH

# of Institutions

501

Shares Held

250M

Call Options Held

36K

Put Options Held

1.6K

Charles Schwab Investment Advisory, Inc. San Francisco, CA

53.9M
Shares

$1.15 Billion
1.5% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

50.7M
Shares

$1.08 Billion
2.32% of portfolio
Creative Planning Overland Park, KS

28.5M
Shares

$607 Million
0.64% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

27.3M
Shares

$583 Million
0.13% of portfolio
Us Bancorp \De\

26.1M
Shares

$556 Million
0.74% of portfolio

About SCHWAB STRATEGIC U.S. REIT ETF

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