Bigelow Investment Advisors, LLC Schwab Strategic U.S. Reit ETF Transaction History

Bigelow Investment Advisors, LLC

$210 Million
Q1 2025

A detailed history of Bigelow Investment Advisors, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Bigelow Investment Advisors, LLC holds 31,317 shares of SCHH stock, worth $646,069. This represents 0.32% of its overall portfolio holdings.

Number of Shares

31,317

Previous 37,620 16.75%

Holding current value

$646,069

Previous $792,000 15.03%

% of portfolio

0.32%

Previous 0.37%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$20.2 - $22.24 $127,320 - $140,178	-6,303 Reduced 16.75%	31,317 $673,000
Q4 2024 Jan 31, 2025	BUY	$20.55 - $23.26 $77,637 - $87,876	3,778 Added 11.16%	37,620 $792,000
Q3 2024 Oct 18, 2024	BUY	$19.78 - $23.53 $108,473 - $129,038	5,484 Added 19.34%	33,842 $784,000
Q2 2024 Aug 08, 2024	BUY	$18.53 - $20.2 $78,029 - $85,062	4,211 Added 17.44%	28,358 $566,000
Q1 2024 May 08, 2024	BUY	$19.39 - $20.93 $163,457 - $176,439	8,430 Added 53.64%	24,147 $490,000
Q4 2023 Jan 31, 2024	SELL	$16.76 - $20.95 $13,072 - $16,341	-780 Reduced 4.73%	15,717 $325,000
Q3 2023 Oct 31, 2023	BUY	$17.52 - $20.27 $62,160 - $71,917	3,548 Added 27.4%	16,497 $292,000
Q2 2023 Jul 25, 2023	BUY	$18.34 - $19.64 $8,674 - $9,289	473 Added 3.79%	12,949 $252,000
Q1 2023 May 09, 2023	SELL	$18.01 - $21.78 $1,332 - $1,611	-74 Reduced 0.59%	12,476 $243,000
Q4 2022 Jan 26, 2023	BUY	$17.68 - $20.46 $14,904 - $17,247	843 Added 7.2%	12,550 $0
Q3 2022 Nov 10, 2022	BUY	$18.45 - $23.6 $27,121 - $34,692	1,470 Added 14.36%	11,707 $219,000
Q2 2022 Jul 18, 2022	SELL	$20.18 - $25.97 $504 - $649	-25 Reduced 0.24%	10,237 $216,000
Q1 2022 Apr 29, 2022	BUY	$22.75 - $26.16 $145,076 - $166,822	6,377 Added 164.14%	10,262 $255,000
Q4 2021 Feb 11, 2022	BUY	$22.99 - $26.35 $89,316 - $102,369	3,885 New	3,885 $205,000
Q1 2020 May 05, 2020	SELL	$13.54 - $24.27 $164,064 - $294,079	-12,117 Closed	0 $0
Q4 2019 Jan 31, 2020	SELL	$22.24 - $24.07 $96,232 - $104,150	-4,327 Reduced 26.31%	12,117 $557,000
Q3 2019 Oct 22, 2019	BUY	$23.18 - $23.61 $112,121 - $114,201	4,837 Added 41.67%	16,444 $776,000
Q2 2019 Jul 17, 2019	SELL	N/A	-205 Reduced 1.74%	11,607 $516,000
Q1 2019 Apr 25, 2019	SELL	N/A	-160 Reduced 1.34%	11,812 $525,000
Q4 2018 Jan 29, 2019	SELL	N/A	-15 Reduced 0.13%	11,972 $461,000
Q3 2018 Nov 05, 2018	SELL	N/A	-165 Reduced 1.36%	11,987 $500,000
Q2 2018 Jul 19, 2018	SELL	N/A	-200 Reduced 1.62%	12,152 $508,000
Q1 2018 Apr 19, 2018	BUY	N/A	770 Added 6.65%	12,352 $472,000
Q4 2017 Feb 09, 2018	BUY	N/A	11,582	11,582 $482,000

Others Institutions Holding SCHH

# of Institutions

558

Shares Held

178M

Call Options Held

20.1K

Put Options Held

81.7K

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
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Bigelow Investment Advisors, LLC Schwab Strategic U.S. Reit ETF Transaction History