Schneider Downs Wealth Management Advisors, LP Schwab Strategic U.S. Reit ETF Transaction History

Schneider Downs Wealth Management Advisors, LP

$478 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2018 Apr 17, 2018	SELL	N/A	-5,517 Closed	0 $0
Q4 2017 Jan 22, 2018	SELL	N/A	-1,071 Reduced 16.26%	5,517 $230,000
Q3 2017 Oct 11, 2017	BUY	N/A	6,588	6,588 $271,000

Others Institutions Holding SCHH

# of Institutions

531

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

$1.2 Billion
2.52% of portfolio
Us Bancorp \De\

27.6M
Shares

$627 Million
0.83% of portfolio
Creative Planning Overland Park, KS

25.7M
Shares

$584 Million
0.59% of portfolio
Northwestern Mutual Wealth Management CO

7.55M
Shares

$172 Million
0.16% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

6.98M
Shares

$159 Million
0.58% of portfolio

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About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
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