Team Financial Group, LLC Schwab Strategic U.S. Reit ETF Transaction History

Team Financial Group, LLC

$168 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	BUY	$16.76 - $20.95 $16 - $20	1 Added 1.47%	69 $1.43 Million
Q3 2023 Nov 15, 2023	BUY	$17.52 - $20.27 $1,191 - $1,378	68 New	68 $1.21 Million

Others Institutions Holding SCHH

# of Institutions

533

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

$1.1 Billion
2.52% of portfolio
Us Bancorp \De\

27.6M
Shares

$576 Million
0.83% of portfolio
Creative Planning Overland Park, KS

25.7M
Shares

$536 Million
0.59% of portfolio
Northwestern Mutual Wealth Management CO

7.55M
Shares

$158 Million
0.16% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

6.98M
Shares

$146 Million
0.58% of portfolio

About SCHWAB STRATEGIC U.S. REIT ETF

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