Cypress Financial Planning LLC Schwab Strategic U.S. Reit ETF Transaction History

Cypress Financial Planning LLC

  • $322 Million
  • Q3 2025

A detailed history of Cypress Financial Planning LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Cypress Financial Planning LLC holds 13,454 shares of SCHH stock, worth $285,224. This represents 0.09% of its overall portfolio holdings.

Number of Shares
13,454
Previous 12,814 4.99%
Holding current value
$285,224
Previous $271,000 7.01%
% of portfolio
0.09%
Previous 0.09%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 09, 2025
BUY
$20.76 - $21.78 $13,286 - $13,939
640 Added 4.99%
13,454 $290,000
Q2 2025

Jul 10, 2025
BUY
$18.94 - $21.67 $15,284 - $17,487
807 Added 6.72%
12,814 $271,000
Q1 2025

Apr 09, 2025
BUY
$20.2 - $22.24 $9,635 - $10,608
477 Added 4.14%
12,007 $255,000
Q4 2024

Jan 13, 2025
BUY
$20.55 - $23.26 $22,974 - $26,004
1,118 Added 10.74%
11,530 $242,000
Q3 2024

Oct 07, 2024
BUY
$19.78 - $23.53 $205,949 - $244,994
10,412 New
10,412 $241,000

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

SCHH Quotes by TradingView
  • Ticker SCHH
  • Sector ETFs
  • Industry ETFs
More about SCHH
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