Sage View Advisory Group, LLC Schwab Strategic U.S. Reit ETF Transaction History

Sage View Advisory Group, LLC

$1.97 Trillion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 08, 2024	BUY	$19.39 - $20.93 $1.09 Million - $1.17 Million	56,123 New	56,123 $2.58 Billion

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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