Platte River Wealth Advisors, LLC Schwab Strategic U.S. Reit ETF Transaction History

Platte River Wealth Advisors, LLC

$351 Million
Q1 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 07, 2023	SELL	$18.01 - $21.78 $171,671 - $207,606	-9,532 Reduced 16.14%	49,518 $965,000
Q4 2022 Jan 13, 2023	BUY	$18.86 - $20.46 $433,591 - $470,375	22,990 Added 63.75%	59,050 $0
Q3 2022 Oct 21, 2022	SELL	N/A	-24,368 Reduced 40.33%	36,060 $674,000
Q2 2022 Jul 08, 2022	BUY	N/A	12,490 Added 26.05%	60,428 $1.27 Million
Q1 2022 Apr 19, 2022	BUY	N/A	23,969 Added 100.0%	47,938 $1.19 Million

Q4 2021 Jan 12, 2022	SELL	N/A	-57 Reduced 0.24%	23,969 $1.21 Million
Q3 2021 Oct 20, 2021	SELL	N/A	-4 Reduced 0.02%	24,026 $1.1 Million
Q2 2021 Jul 15, 2021	SELL	N/A	-23 Reduced 0.1%	24,030 $1.1 Million
Q4 2020 Jan 22, 2021	SELL	N/A	-1,116 Reduced 4.43%	24,053 $916,000
Q3 2020 Nov 04, 2020	SELL	N/A	-2,660 Reduced 9.56%	25,169 $890,000
Q2 2020 Jul 07, 2020	BUY	N/A	27,829 New	27,829 $1 Million

Others Institutions Holding SCHH

# of Institutions

504

Shares Held

248M

Call Options Held

36K

Put Options Held

1.6K

Charles Schwab Investment Advisory, Inc. San Francisco, CA

53.9M
Shares

$1.07 Billion
1.5% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

50.7M
Shares

$1.01 Billion
2.32% of portfolio
Creative Planning Overland Park, KS

28.5M
Shares

$568 Million
0.64% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

27.3M
Shares

$546 Million
0.13% of portfolio
Us Bancorp \De\

26.1M
Shares

$520 Million
0.74% of portfolio

About SCHWAB STRATEGIC U.S. REIT ETF

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