Symphony Financial, Ltd. Co. Schwab Strategic U.S. Reit ETF Transaction History

Symphony Financial, Ltd. Co.

$1.14 Billion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 11, 2025	BUY	$18.94 - $21.67 $746,501 - $854,101	39,414 New	39,414 $834,000

Others Institutions Holding SCHH

# of Institutions

584

Shares Held

178M

Call Options Held

59.3K

Put Options Held

15.1K

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

55.5M
Shares

$1.19 Billion
2.35% of portfolio
Us Bancorp \De\

30.5M
Shares

$654 Million
0.83% of portfolio
Creative Planning Overland Park, KS

22.6M
Shares

$485 Million
0.41% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

7.87M
Shares

$169 Million
0.68% of portfolio
Northwestern Mutual Wealth Management CO

7.86M
Shares

$168 Million
0.12% of portfolio

About SCHWAB STRATEGIC U.S. REIT ETF

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