Bdo Wealth Advisors, LLC Schwab Strategic U.S. Reit ETF Transaction History

Bdo Wealth Advisors, LLC

$867 Million
Q2 2023

A detailed history of Bdo Wealth Advisors, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Bdo Wealth Advisors, LLC holds 236 shares of SCHH stock, worth $5,033. This represents 0.0% of its overall portfolio holdings.

Number of Shares

236

Previous 204 15.69%

Holding current value

$5,033

Previous $3,000 33.33%

% of portfolio

0.0%

Previous 0.0%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 01, 2023	BUY	$18.34 - $19.64 $586 - $628	32 Added 15.69%	236 $4,000
Q3 2022 Nov 02, 2022	SELL	$18.45 - $23.6 $553 - $708	-30 Reduced 12.82%	204 $4,000
Q1 2022 May 06, 2022	BUY	$22.75 - $26.16 $2,661 - $3,060	117 Added 100.0%	234 $6,000
Q3 2021 Nov 09, 2021	BUY	$22.84 - $24.92 $342 - $373	15 Added 14.71%	117 $5,000
Q1 2021 May 14, 2021	BUY	$18.25 - $20.79 $1,861 - $2,120	102 New	102 $4,000

Others Institutions Holding SCHH

# of Institutions

532

Shares Held

175M

Call Options Held

22.2K

Put Options Held

84.6K

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
Sector ETFs
Industry ETFs

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Bdo Wealth Advisors, LLC Schwab Strategic U.S. Reit ETF Transaction History