D'Orazio & Associates, Inc. Schwab Strategic U.S. Reit ETF Transaction History

D'Orazio & Associates, Inc.

$703 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 22, 2020	SELL	$14.77 - $20.35 $5,819 - $8,017	-394 Closed	0 $0
Q3 2019 Nov 01, 2019	BUY	$23.18 - $23.61 $9,132 - $9,302	394 New	394 $19,000

Others Institutions Holding SCHH

# of Institutions

532

Shares Held

175M

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

$589 Million
0.83% of portfolio
Creative Planning Overland Park, KS

25.7M
Shares

$548 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

Ticker SCHH
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