Bryn Mawr Trust CO Schwab Strategic U.S. Reit ETF Transaction History

Bryn Mawr Trust CO

$4.09 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 08, 2025	BUY	$20.2 - $22.24 $45,328 - $49,906	2,244 Added 235.71%	3,196 $68,000
Q4 2024 Jan 28, 2025	BUY	$20.55 - $23.26 $19,563 - $22,143	952 New	952 $20,000

Others Institutions Holding SCHH

# of Institutions

601

Shares Held

182M

Call Options Held

24.3K

Put Options Held

21.4K

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

57.1M
Shares

$1.21 Billion
2.36% of portfolio
Us Bancorp \De\

32.1M
Shares

$680 Million
0.83% of portfolio
Creative Planning Overland Park, KS

21.7M
Shares

$460 Million
0.36% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

8.36M
Shares

$177 Million
0.76% of portfolio
Northwestern Mutual Wealth Management CO

7.45M
Shares

$158 Million
0.11% of portfolio

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
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