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

Dodds Wealth, LLC

$311 Billion
Q4 2024

A detailed history of Dodds Wealth, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Dodds Wealth, LLC holds 9,529 shares of SCHH stock, worth $202,967. This represents 0.06% of its overall portfolio holdings.

Number of Shares

9,529

Previous 9,521 0.08%

Holding current value

$202,967

Previous $212 Million 5.39%

% of portfolio

0.06%

Previous 0.07%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 28, 2025	BUY	$20.55 - $23.26 $164 - $186	8 Added 0.08%	9,529 $201 Million
Q3 2024 Oct 25, 2024	SELL	$19.78 - $23.53 $123,051 - $146,380	-6,221 Reduced 39.52%	9,521 $212 Million
Q2 2024 Jul 25, 2024	SELL	$18.53 - $20.2 $3,872 - $4,221	-209 Reduced 1.31%	15,742 $314 Million
Q1 2024 May 24, 2024	BUY	$19.39 - $20.93 $15,744 - $16,995	812 Added 5.36%	15,951 $324 Million
Q4 2023 Feb 12, 2024	BUY	$16.76 - $20.95 $253,729 - $317,162	15,139 New	15,139 $314 Million

Others Institutions Holding SCHH

# of Institutions

558

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

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