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

Clearstead Advisors, LLC

$7.4 Billion
Q3 2025

A detailed history of Clearstead Advisors, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Clearstead Advisors, LLC holds 150,212 shares of SCHH stock, worth $3.18 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

150,212

Previous 9,649 1456.76%

Holding current value

$3.18 Million

Previous $204,000 1488.24%

% of portfolio

0.04%

Previous 0.0%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$20.76 - $21.78 $2.92 Million - $3.06 Million	140,563 Added 1456.76%	150,212 $3.24 Million
Q2 2025 Aug 08, 2025	SELL	$18.94 - $21.67 $64,623 - $73,938	-3,412 Reduced 26.12%	9,649 $204,000
Q1 2025 May 13, 2025	BUY	$20.2 - $22.24 $444 - $489	22 Added 0.17%	13,061 $280,000
Q4 2024 Feb 10, 2025	BUY	$20.55 - $23.26 $15,391 - $17,421	749 Added 6.09%	13,039 $274,000
Q3 2024 Nov 13, 2024	SELL	$19.78 - $23.53 $7,951 - $9,459	-402 Reduced 3.17%	12,290 $284,000

Q1 2024 May 14, 2024	SELL	$19.39 - $20.93 $20,107 - $21,704	-1,037 Reduced 7.55%	12,692 $257,000
Q4 2023 Feb 12, 2024	BUY	$16.76 - $20.95 $24,486 - $30,607	1,461 Added 11.91%	13,729 $284,000
Q3 2023 Nov 07, 2023	BUY	$17.52 - $20.27 $578 - $668	33 Added 0.27%	12,268 $217,000
Q2 2023 Aug 07, 2023	BUY	$18.34 - $19.64 $139,108 - $148,969	7,585 Added 163.12%	12,235 $238,000
Q1 2023 May 09, 2023	BUY	$18.01 - $21.78 $72 - $87	4 Added 0.09%	4,650 $90,000
Q4 2022 Feb 14, 2023	BUY	$17.68 - $20.46 $32,159 - $37,216	1,819 Added 64.34%	4,646 $89,000
Q3 2022 Nov 14, 2022	BUY	$18.45 - $23.6 $39,501 - $50,527	2,141 Added 312.1%	2,827 $53,000
Q2 2022 Aug 12, 2022	BUY	$20.18 - $25.97 $10,110 - $13,010	501 Added 270.81%	686 $14,000
Q1 2022 May 04, 2022	BUY	$22.75 - $26.16 $3,526 - $4,054	155 Added 516.67%	185 $5,000
Q2 2020 Aug 11, 2020	SELL	$14.77 - $20.35 $930 - $1,282	-63 Reduced 67.74%	30 $1,000
Q1 2020 May 14, 2020	BUY	$13.54 - $24.27 $1,259 - $2,257	93 New	93 $3,000

Others Institutions Holding SCHH

# of Institutions

600

Shares Held

182M

Call Options Held

24.3K

Put Options Held

21.4K

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

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