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

Cypress Financial Planning LLC

  • $343 Million
  • Q4 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 11,979 shares of SCHH stock, worth $253,954. This represents 0.07% of its overall portfolio holdings.

Number of Shares
11,979
Previous 13,454 10.96%
Holding current value
$253,954
Previous $290,000 12.76%
% of portfolio
0.07%
Previous 0.09%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 14, 2026
SELL
$20.85 - $21.86 $30,753 - $32,243
-1,475 Reduced 10.96%
11,979 $253,000
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
602
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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