Guidance Capital, Inc Schwab Strategic U.S. Reit ETF Transaction History

Guidance Capital, Inc

$327 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 30, 2024	BUY	$16.76 - $20.95 $210,891 - $263,613	12,583 New	12,583 $263 Million

Others Institutions Holding SCHH

# of Institutions

556

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

$1.16 Billion
2.39% of portfolio
Us Bancorp \De\

28.4M
Shares

$613 Million
0.79% of portfolio
Creative Planning Overland Park, KS

24.3M
Shares

$524 Million
0.5% of portfolio
Northwestern Mutual Wealth Management CO

7.65M
Shares

$165 Million
0.14% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

7.23M
Shares

$156 Million
0.55% of portfolio

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