Roman Butler Fullerton & CO Schwab Strategic U.S. Reit ETF Transaction History

Roman Butler Fullerton & CO

$342 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 23, 2023	BUY	$17.68 - $20.46 $224,111 - $259,350	12,676 New	12,676 $0

Others Institutions Holding SCHH

# of Institutions

553

Shares Held

184M

Call Options Held

20.1K

Put Options Held

81.7K

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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