Blue Bell Private Wealth Management, LLC Schwab Strategic U.S. Reit ETF Transaction History

Blue Bell Private Wealth Management, LLC

$500 Million
Q4 2024

A detailed history of Blue Bell Private Wealth Management, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 299 shares of SCHH stock, worth $6,183. This represents 0.0% of its overall portfolio holdings.

Number of Shares

299

Previous 209 43.06%

Holding current value

$6,183

Previous $4,000 50.0%

% of portfolio

0.0%

Previous 0.0%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$20.55 - $23.26 $1,849 - $2,093	90 Added 43.06%	299 $6,000
Q4 2023 Jan 25, 2024	BUY	$16.76 - $20.95 $83 - $104	5 Added 2.45%	209 $4,000
Q4 2022 Feb 03, 2023	BUY	$17.68 - $20.46 $3,111 - $3,600	176 Added 628.57%	204 $3,000
Q1 2022 Apr 21, 2022	SELL	$22.75 - $26.16 $159 - $183	-7 Reduced 20.0%	28 $1,000
Q4 2021 Jan 26, 2022	BUY	$22.99 - $26.35 $804 - $922	35 New	35 $2,000
Q3 2020 Oct 23, 2020	SELL	$16.99 - $18.73 $23,344 - $25,735	-1,374 Closed	0 $0
Q2 2020 Jul 30, 2020	SELL	$14.77 - $20.35 $1,122 - $1,546	-76 Reduced 5.24%	1,374 $50,000
Q1 2020 Apr 22, 2020	SELL	$13.54 - $24.27 $1,164 - $2,087	-86 Reduced 5.6%	1,450 $47,000
Q4 2019 Jan 22, 2020	BUY	$22.24 - $24.07 $1,490 - $1,612	67 Added 4.56%	1,536 $71,000
Q3 2019 Nov 07, 2019	SELL	$23.18 - $23.61 $602 - $613	-26 Reduced 1.74%	1,469 $69,000
Q2 2019 Jul 23, 2019	SELL	N/A	-975 Reduced 39.47%	1,495 $66,000
Q1 2019 Apr 23, 2019	SELL	N/A	-10 Reduced 0.4%	2,470 $110,000
Q4 2018 Jan 16, 2019	BUY	N/A	183 Added 7.97%	2,480 $96,000
Q3 2018 Oct 25, 2018	BUY	N/A	112 Added 5.13%	2,297 $96,000
Q2 2018 Jul 25, 2018	BUY	N/A	625 Added 40.06%	2,185 $91,000
Q1 2018 May 01, 2018	BUY	N/A	275 Added 21.4%	1,560 $59,000
Q4 2017 Jan 31, 2018	BUY	N/A	82 Added 6.82%	1,285 $53,000
Q3 2017 Oct 24, 2017	BUY	N/A	1,203	1,203 $49,000

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
Sector ETFs
Industry ETFs

More about SCHH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Blue Bell Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Blue Bell Private Wealth Management, LLC with notifications on news.

Account

Blue Bell Private Wealth Management, LLC Schwab Strategic U.S. Reit ETF Transaction History