Veritable, L.P. Schwab Strategic U.S. Reit ETF Transaction History

Veritable, L.P.

$0
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 14, 2020	SELL	$14.77 - $20.35 $91,780 - $126,454	-6,214 Closed	0 $0
Q1 2020 May 13, 2020	BUY	$13.54 - $24.27 $84,137 - $150,813	6,214 New	6,214 $203,000

Others Institutions Holding SCHH

# of Institutions

550

Shares Held

184M

Call Options Held

21.9K

Put Options Held

86.1K

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

53.8M
Shares

$1.16 Billion
2.39% of portfolio
Us Bancorp \De\

28.4M
Shares

$612 Million
0.79% of portfolio
Creative Planning Overland Park, KS

24.3M
Shares

$523 Million
0.5% of portfolio
Brooklyn Fi, LLC New York, NY

7.69M
Shares

$165 Million
0.88% of portfolio
Northwestern Mutual Wealth Management CO

7.65M
Shares

$165 Million
0.14% of portfolio

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
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