Org Partners LLC Schwab Strategic U.S. Reit ETF Transaction History

Org Partners LLC

$689 Million
Q4 2024

A detailed history of Org Partners LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Org Partners LLC holds 113 shares of SCHH stock, worth $2,409. This represents 0.0% of its overall portfolio holdings.

Number of Shares

113

Previous 113 -0.0%

Holding current value

$2,409

Previous $2,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 16, 2024	BUY	$18.53 - $20.2 $2,093 - $2,282	113 New	113 $2,000

Others Institutions Holding SCHH

# of Institutions

557

Shares Held

177M

Call Options Held

20.1K

Put Options Held

81.7K

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

53.8M
Shares

$1.15 Billion
2.39% of portfolio
Us Bancorp \De\

28.4M
Shares

$606 Million
0.79% of portfolio
Creative Planning Overland Park, KS

24.3M
Shares

$518 Million
0.5% of portfolio
Northwestern Mutual Wealth Management CO

7.65M
Shares

$163 Million
0.14% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

7.23M
Shares

$154 Million
0.55% of portfolio

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About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
Sector ETFs
Industry ETFs

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