Golden State Wealth Management, LLC Schwab Strategic U.S. Reit ETF Transaction History

Golden State Wealth Management, LLC

  • $906 Billion
  • Q3 2025

A detailed history of Golden State Wealth Management, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 621 shares of SCHH stock, worth $13,165. This represents 0.0% of its overall portfolio holdings.

Number of Shares
621
Previous 621 -0.0%
Holding current value
$13,165
Previous $13.1 Million 1.95%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
SELL
$20.2 - $22.24 $12,544 - $13,811
-621 Reduced 50.0%
621 $13.4 Million
Q1 2025

Apr 23, 2025
BUY
$20.2 - $22.24 $3,272 - $3,602
162 Added 15.0%
1,242 $26,000
Q4 2024

Jan 28, 2025
BUY
$20.55 - $23.26 $22,194 - $25,120
1,080 New
1,080 $22.7 Million
Q3 2020

Nov 12, 2020
SELL
$16.99 - $18.73 $58,105 - $64,056
-3,420 Closed
0 $0
Q2 2020

Aug 13, 2020
BUY
$14.77 - $20.35 $50,513 - $69,597
3,420 New
3,420 $324,000
Q2 2020

Aug 11, 2020
SELL
$14.77 - $20.35 $3,485 - $4,802
-236 Closed
0 $0
Q1 2020

Apr 17, 2020
BUY
$13.54 - $24.27 $3,195 - $5,727
236 New
236 $8,000

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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