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

Cypress Financial Planning LLC

  • $270 Million
  • Q4 2024

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 11,530 shares of SCHH stock, worth $244,666. This represents 0.09% of its overall portfolio holdings.

Number of Shares
11,530
Previous 10,412 10.74%
Holding current value
$244,666
Previous $241,000 0.41%
% of portfolio
0.09%
Previous 0.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
531
Shares Held
175M
Call Options Held
22.2K
Put Options Held
84.6K
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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