Moneywise, Inc. Schwab Strategic U.S. Reit ETF Transaction History

Moneywise, Inc.

$193 Million
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Jan 15, 2021	SELL	$17.04 - $19.33 $458,035 - $519,590	-26,880 Closed	0 $0
Q3 2020 Oct 13, 2020	SELL	$16.99 - $18.73 $240,578 - $265,216	-14,160 Reduced 34.5%	26,880 $951,000
Q2 2020 Jul 10, 2020	SELL	$14.77 - $20.35 $1.23 Million - $1.7 Million	-83,503 Reduced 67.05%	41,040 $1.45 Million
Q1 2020 Apr 13, 2020	SELL	$13.54 - $24.27 $479,329 - $859,182	-35,401 Reduced 22.13%	124,543 $4.08 Million
Q4 2019 Jan 07, 2020	SELL	$22.24 - $24.07 $109,354 - $118,352	-4,917 Reduced 2.98%	159,944 $7.55 Million
Q3 2019 Oct 23, 2019	SELL	$23.18 - $23.61 $81,408 - $82,918	-3,512 Reduced 2.09%	164,861 $7.78 Million
Q2 2019 Jul 17, 2019	SELL	N/A	-9,581 Reduced 5.38%	168,373 $7.48 Million
Q1 2019 Apr 30, 2019	BUY	N/A	2,847 Added 1.63%	177,954 $6.81 Million
Q4 2018 Jan 29, 2019	SELL	N/A	-1,237 Reduced 0.7%	175,107 $6.74 Million
Q3 2018 Oct 15, 2018	SELL	N/A	-6,672 Reduced 3.65%	176,344 $7.36 Million
Q2 2018 Jul 19, 2018	SELL	N/A	-169 Reduced 0.09%	183,016 $7.65 Million
Q1 2018 Apr 17, 2018	SELL	N/A	-14,176 Reduced 7.18%	183,185 $7.01 Million
Q4 2017 Jan 08, 2018	BUY	N/A	5,968 Added 3.12%	197,361 $8.21 Million
Q3 2017 Oct 10, 2017	BUY	N/A	191,393	191,393 $7.87 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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