Omnia Family Wealth, LLC Schwab Strategic U.S. Reit ETF Transaction History

Omnia Family Wealth, LLC

$232 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 Aug 10, 2018	SELL	N/A	-41,466 Closed	0 $0
Q1 2018 May 11, 2018	BUY	N/A	36,466 Added 729.32%	41,466 $1.59 Million
Q3 2017 Nov 14, 2017	BUY	N/A	5,000	5,000 $206,000

Others Institutions Holding SCHH

# of Institutions

530

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

$1.18 Billion
2.52% of portfolio
Us Bancorp \De\

27.6M
Shares

$613 Million
0.83% of portfolio
Creative Planning Overland Park, KS

25.7M
Shares

$571 Million
0.59% of portfolio
Northwestern Mutual Wealth Management CO

7.55M
Shares

$168 Million
0.16% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

6.98M
Shares

$155 Million
0.58% of portfolio

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
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