Tci Wealth Advisors, Inc. Schwab Strategic U.S. Reit ETF Transaction History

Tci Wealth Advisors, Inc.

$1.12 Billion
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 06, 2023	SELL	$17.68 - $20.46 $27,156 - $31,426	-1,536 Reduced 63.95%	866 $16,000
Q3 2022 Nov 08, 2022	BUY	$18.45 - $23.6 $23,985 - $30,680	1,300 Added 117.97%	2,402 $45,000
Q1 2022 Apr 29, 2022	BUY	$22.75 - $26.16 $12,535 - $14,414	551 Added 100.0%	1,102 $28,000
Q3 2021 Oct 29, 2021	SELL	$22.84 - $24.92 $4,568 - $4,984	-200 Reduced 26.63%	551 $25,000
Q1 2021 Apr 29, 2021	BUY	$18.25 - $20.79 $2,153 - $2,453	118 Added 18.64%	751 $31,000
Q2 2020 Jul 20, 2020	SELL	$14.77 - $20.35 $3,042 - $4,192	-206 Reduced 24.55%	633 $22,000
Q4 2019 Jan 27, 2020	SELL	$22.24 - $24.07 $9,807 - $10,614	-441 Reduced 34.45%	839 $39,000
Q3 2019 Oct 17, 2019	SELL	$23.18 - $23.61 $1,529 - $1,558	-66 Reduced 4.9%	1,280 $60,000
Q2 2019 Jul 23, 2019	SELL	N/A	-1,099 Reduced 44.95%	1,346 $60,000
Q1 2019 Apr 11, 2019	BUY	N/A	879 Added 56.13%	2,445 $109,000
Q4 2018 Jan 17, 2019	SELL	N/A	-139 Reduced 8.15%	1,566 $60,000
Q2 2018 Jul 27, 2018	SELL	N/A	-42 Reduced 2.4%	1,705 $71,000
Q1 2018 Apr 30, 2018	SELL	N/A	-1,978 Reduced 53.1%	1,747 $67,000
Q4 2017 Feb 01, 2018	BUY	N/A	3,725	3,725 $155,000

Others Institutions Holding SCHH

# of Institutions

532

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

$1.22 Billion
2.52% of portfolio
Us Bancorp \De\

27.6M
Shares

$638 Million
0.83% of portfolio
Creative Planning Overland Park, KS

25.7M
Shares

$594 Million
0.59% of portfolio
Northwestern Mutual Wealth Management CO

7.55M
Shares

$174 Million
0.16% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

6.98M
Shares

$161 Million
0.58% of portfolio

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
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