Org Partners LLC Schwab Strategic U.S. Reit ETF Transaction History

Org Partners LLC

$689 Million
Q4 2024

A detailed history of Org Partners LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Org Partners LLC holds 113 shares of SCHH stock, worth $2,386. This represents 0.0% of its overall portfolio holdings.

Number of Shares

113

Previous 113 -0.0%

Holding current value

$2,386

Previous $2,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 16, 2024	BUY	$18.53 - $20.2 $2,093 - $2,282	113 New	113 $2,000

Others Institutions Holding SCHH

# of Institutions

528

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

$1.12 Billion
2.52% of portfolio
Us Bancorp \De\

27.6M
Shares

$583 Million
0.83% of portfolio
Creative Planning Overland Park, KS

25.7M
Shares

$543 Million
0.59% of portfolio
Northwestern Mutual Wealth Management CO

7.55M
Shares

$159 Million
0.16% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

6.98M
Shares

$147 Million
0.58% of portfolio

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About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
Sector ETFs
Industry ETFs

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