Prosperity Wealth Management, Inc. Schwab Strategic U.S. Reit ETF Transaction History

Prosperity Wealth Management, Inc.

$243 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 30, 2024	BUY	$16.76 - $20.95 $164,248 - $205,310	9,800 New	9,800 $203 Million

Others Institutions Holding SCHH

# of Institutions

550

Shares Held

184M

Call Options Held

21.9K

Put Options Held

86.1K

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

53.8M
Shares

$1.16 Billion
2.39% of portfolio
Us Bancorp \De\

28.4M
Shares

$612 Million
0.79% of portfolio
Creative Planning Overland Park, KS

24.3M
Shares

$523 Million
0.5% of portfolio
Brooklyn Fi, LLC New York, NY

7.69M
Shares

$165 Million
0.88% of portfolio
Northwestern Mutual Wealth Management CO

7.65M
Shares

$165 Million
0.14% of portfolio

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
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