Stone Asset Management Inc. Schwab Strategic U.S. Reit ETF Transaction History

Stone Asset Management Inc.

$62.6 Million
Q1 2023

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 11, 2022	SELL	N/A	-8,761 Closed	0 $0
Q1 2022 Apr 11, 2022	BUY	N/A	4,386 Added 100.25%	8,761 $218,000
Q4 2021 Jan 31, 2022	BUY	N/A	4,375 New	4,375 $231,000

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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