Discipline Wealth Solutions, LLC Schwab Strategic U.S. Reit ETF Transaction History

Discipline Wealth Solutions, LLC

  • $354 Million
  • Q3 2025

A detailed history of Discipline Wealth Solutions, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 20,743 shares of SCHH stock, worth $439,751. This represents 0.13% of its overall portfolio holdings.

Number of Shares
20,743
Previous 20,593 0.73%
Holding current value
$439,751
Previous $435,000 2.76%
% of portfolio
0.13%
Previous 0.18%

Shares

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

Oct 21, 2025
BUY
$20.76 - $21.78 $3,114 - $3,267
150 Added 0.73%
20,743 $447,000
Q2 2025

Jul 07, 2025
BUY
$18.94 - $21.67 $2,916 - $3,337
154 Added 0.75%
20,593 $435,000
Q1 2025

Apr 29, 2025
BUY
$20.2 - $22.24 $1,898 - $2,090
94 Added 0.46%
20,439 $439,000
Q4 2024

Feb 26, 2025
BUY
$20.55 - $23.26 $418,089 - $473,224
20,345 New
20,345 $428,000

Others Institutions Holding SCHH

# of Institutions
601
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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