True Private Wealth Advisors Schwab Strategic U.S. Reit ETF Transaction History

True Private Wealth Advisors

$799 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Jan 11, 2021	SELL	$17.04 - $19.33 $32,972 - $37,403	-1,935 Closed	0 $0
Q3 2020 Oct 09, 2020	BUY	$16.99 - $18.73 $32,875 - $36,242	1,935 New	1,935 $68,000

Others Institutions Holding SCHH

# of Institutions

531

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

$1.19 Billion
2.52% of portfolio
Us Bancorp \De\

27.6M
Shares

$619 Million
0.83% of portfolio
Creative Planning Overland Park, KS

25.7M
Shares

$577 Million
0.59% of portfolio
Northwestern Mutual Wealth Management CO

7.55M
Shares

$169 Million
0.16% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

6.98M
Shares

$157 Million
0.58% of portfolio

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
Sector ETFs
Industry ETFs

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