3 Chopt Investment Partners, LLC Schwab Strategic U.S. Reit ETF Transaction History

3 Chopt Investment Partners, LLC

$280 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 May 24, 2023	BUY	$17.68 - $20.46 $39,886 - $46,157	2,256 New	2,256 $43.5 Million

Others Institutions Holding SCHH

# of Institutions

533

Shares Held

176M

Call Options Held

22.2K

Put Options Held

84.6K

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

52.9M
Shares

$1.13 Billion
2.52% of portfolio
Us Bancorp \De\

27.6M
Shares

$588 Million
0.83% of portfolio
Creative Planning Overland Park, KS

25.7M
Shares

$547 Million
0.59% of portfolio
Northwestern Mutual Wealth Management CO

7.55M
Shares

$161 Million
0.16% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

6.98M
Shares

$149 Million
0.58% of portfolio

About SCHWAB STRATEGIC U.S. REIT ETF

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