New England Guild Wealth Advisors, Inc. Schwab Strategic U.S. Reit ETF Transaction History

New England Guild Wealth Advisors, Inc.

$190 Million
Q4 2022

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 08, 2022	BUY	$20.18 - $25.97 $355,571 - $457,591	17,620 New	17,620 $372,000

Others Institutions Holding SCHH

# of Institutions

532

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

$1.16 Billion
2.52% of portfolio
Us Bancorp \De\

27.6M
Shares

$607 Million
0.83% of portfolio
Creative Planning Overland Park, KS

25.7M
Shares

$565 Million
0.59% of portfolio
Northwestern Mutual Wealth Management CO

7.55M
Shares

$166 Million
0.16% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

6.98M
Shares

$154 Million
0.58% of portfolio

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
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