Total Clarity Wealth Management, Inc. Schwab Strategic U.S. Reit ETF Transaction History

Total Clarity Wealth Management, Inc.

$278 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 29, 2022	BUY	N/A	1,301 New	1,301 $27,000
Q1 2022 Apr 29, 2022	SELL	N/A	-100 Closed	0 $0
Q4 2021 Feb 03, 2022	BUY	N/A	100 New	100 $5,000

Others Institutions Holding SCHH

# of Institutions

498

Shares Held

250M

Call Options Held

36K

Put Options Held

1.6K

Charles Schwab Investment Advisory, Inc. San Francisco, CA

53.9M
Shares

$1.14 Billion
1.5% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

50.7M
Shares

$1.07 Billion
2.32% of portfolio
Creative Planning Overland Park, KS

28.5M
Shares

$601 Million
0.64% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

27.3M
Shares

$577 Million
0.13% of portfolio
Us Bancorp \De\

26.1M
Shares

$550 Million
0.74% of portfolio

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
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