Capital Analysts, LLC Schwab Strategic U.S. Reit ETF Transaction History

Capital Analysts, LLC

$2.49 Billion
Q4 2024

A detailed history of Capital Analysts, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Capital Analysts, LLC holds 3,660 shares of SCHH stock, worth $77,884. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,660

Previous 3,014 21.43%

Holding current value

$77,884

Previous $70,000 10.0%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$20.55 - $23.26 $13,275 - $15,025	646 Added 21.43%	3,660 $77,000
Q3 2024 Nov 13, 2024	BUY	$19.78 - $23.53 $6,586 - $7,835	333 Added 12.42%	3,014 $70,000
Q2 2024 Aug 14, 2024	BUY	$18.53 - $20.2 $33,724 - $36,764	1,820 Added 211.38%	2,681 $54,000
Q1 2024 May 14, 2024	BUY	$19.39 - $20.93 $15,996 - $17,267	825 Added 2291.67%	861 $17,000
Q3 2023 Nov 13, 2023	BUY	$17.52 - $20.27 $630 - $729	36 New	36 $1,000
Q1 2021 May 17, 2021	SELL	$18.25 - $20.79 $401 - $457	-22 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$17.04 - $19.33 $374 - $425	22 New	22 $1,000

Others Institutions Holding SCHH

# of Institutions

556

Shares Held

177M

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 Capital Analysts, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Analysts, LLC with notifications on news.

Account

Capital Analysts, LLC Schwab Strategic U.S. Reit ETF Transaction History