Meritage Portfolio Management Schwab Strategic U.S. Reit ETF Transaction History

Meritage Portfolio Management

$1.63 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 25, 2022	BUY	$18.45 - $23.6 $3.42 Million - $4.38 Million	185,582 New	185,582 $3.47 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

$1.19 Billion
2.52% of portfolio
Us Bancorp \De\

27.6M
Shares

$619 Million
0.83% of portfolio
Creative Planning Overland Park, KS

25.7M
Shares

$577 Million
0.59% of portfolio
Northwestern Mutual Wealth Management CO

7.55M
Shares

$169 Million
0.16% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

6.98M
Shares

$157 Million
0.58% of portfolio

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
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