Zwj Investment Counsel Inc Schwab Strategic U.S. Reit ETF Transaction History

Zwj Investment Counsel Inc

$2.22 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2017 Feb 01, 2018	SELL	N/A	-11,000 Closed	0 $0
Q3 2017 Nov 03, 2017	BUY	N/A	11,000	11,000 $452,000

Others Institutions Holding SCHH

# of Institutions

499

Shares Held

255M

Call Options Held

28.4K

Put Options Held

83.1K

Charles Schwab Investment Management Inc San Francisco, CA

84.7M
Shares

$1.92 Billion
0.33% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

52.8M
Shares

$1.19 Billion
2.35% of portfolio
Us Bancorp \De\

27.3M
Shares

$616 Million
0.75% of portfolio
Creative Planning Overland Park, KS

27.3M
Shares

$616 Million
0.58% of portfolio
Northwestern Mutual Wealth Management CO

7.72M
Shares

$174 Million
0.15% of portfolio

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
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