Pathstone Family Office, LLC Schwab Strategic U.S. Reit ETF Put Options Transaction History

Pathstone Family Office, LLC

$15.6 Billion
Q3 2023

Put Options

1 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form
Q2 2021 Aug 16, 2021	BUY	$20.92 - $23.68 $1.89 Million - $2.14 Million	90,500 New	90,500 $4.14 Million

Others Institutions Holding SCHH

# of Institutions

556

Shares Held

177M

Call Options Held

18.2K

Put Options Held

7.5K

Financial Engines Advisors L.L.C. Santa Clara, CA

54.2M
Shares

$1.14 Billion
2.51% of portfolio
Us Bancorp \De\

29.8M
Shares

$627 Million
0.87% of portfolio
Creative Planning Overland Park, KS

23.4M
Shares

$492 Million
0.48% of portfolio
Northwestern Mutual Wealth Management CO

7.66M
Shares

$161 Million
0.14% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

7.48M
Shares

$157 Million
0.68% of portfolio

About SCHWAB STRATEGIC U.S. REIT ETF

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