Congress Wealth Management LLC Schwab Strategic U.S. Reit ETF Transaction History

Congress Wealth Management LLC

$6.94 Billion
Q4 2024

A detailed history of Congress Wealth Management LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 154,127 shares of SCHH stock, worth $3.28 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

154,127

Previous 153,983 0.09%

Holding current value

$3.28 Million

Previous $3.57 Million 9.03%

% of portfolio

0.05%

Previous 0.05%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$20.55 - $23.26 $2,959 - $3,349	144 Added 0.09%	154,127 $3.25 Million
Q3 2024 Nov 12, 2024	SELL	$19.78 - $23.53 $7,674 - $9,129	-388 Reduced 0.25%	153,983 $3.57 Million
Q2 2024 Aug 13, 2024	BUY	$18.53 - $20.2 $84,515 - $92,132	4,561 Added 3.04%	154,371 $3.08 Million
Q1 2024 Apr 18, 2024	BUY	$19.39 - $20.93 $100,537 - $108,522	5,185 Added 3.59%	149,810 $3.04 Million
Q4 2023 Feb 09, 2024	SELL	$16.76 - $20.95 $450,860 - $563,575	-26,901 Reduced 15.68%	144,625 $3 Million
Q3 2023 Oct 30, 2023	BUY	$17.52 - $20.27 $457,692 - $529,533	26,124 Added 17.97%	171,526 $3.04 Million
Q2 2023 Jul 13, 2023	SELL	$18.34 - $19.64 $16,102 - $17,243	-878 Reduced 0.6%	145,402 $2.84 Million
Q1 2023 Apr 14, 2023	BUY	$18.01 - $21.78 $110,743 - $133,925	6,149 Added 4.39%	146,280 $2.85 Million
Q4 2022 Feb 02, 2023	BUY	$17.68 - $20.46 $37,410 - $43,293	2,116 Added 1.53%	140,131 $2.7 Million
Q3 2022 Nov 08, 2022	SELL	$18.45 - $23.6 $20,700 - $26,479	-1,122 Reduced 0.81%	138,015 $2.58 Million
Q2 2022 Aug 11, 2022	BUY	$20.18 - $25.97 $77,168 - $99,309	3,824 Added 2.83%	139,137 $2.93 Million
Q1 2022 May 16, 2022	BUY	$22.75 - $26.16 $1.3 Million - $1.5 Million	57,291 Added 73.43%	135,313 $3.37 Million
Q4 2021 Feb 04, 2022	BUY	$22.99 - $26.35 $1.79 Million - $2.06 Million	78,022 New	78,022 $4.11 Million

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 Congress Wealth Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Congress Wealth Management LLC with notifications on news.

Account

Congress Wealth Management LLC Schwab Strategic U.S. Reit ETF Transaction History