Doyle Wealth Management Schwab Strategic U.S. Reit ETF Transaction History

Doyle Wealth Management

$1.16 Billion
Q3 2022

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Nov 05, 2019	SELL	$23.18 - $23.61 $139 - $141	-6 Closed	0 $0
Q2 2019 Aug 15, 2019	BUY	N/A	6 New	6 $0
Q1 2019 May 13, 2019	SELL	N/A	-6 Closed	0 $0
Q4 2018 Feb 08, 2019	BUY	N/A	6 New	6 $0

Others Institutions Holding SCHH

# of Institutions

533

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

$1.12 Billion
2.52% of portfolio
Us Bancorp \De\

27.6M
Shares

$583 Million
0.83% of portfolio
Creative Planning Overland Park, KS

25.7M
Shares

$543 Million
0.59% of portfolio
Northwestern Mutual Wealth Management CO

7.55M
Shares

$160 Million
0.16% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

6.98M
Shares

$148 Million
0.58% of portfolio

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
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