Heritage Financial Services, LLC Schwab Strategic U.S. Reit ETF Transaction History

Heritage Financial Services, LLC

  • $733 Million
  • Q4 2024

A detailed history of Heritage Financial Services, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Heritage Financial Services, LLC holds 18,833 shares of SCHH stock, worth $405,286. This represents 0.05% of its overall portfolio holdings.

Number of Shares
18,833
Previous 20,330 7.36%
Holding current value
$405,286
Previous $471,000 15.92%
% of portfolio
0.05%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
SELL
$20.55 - $23.26 $30,763 - $34,820
-1,497 Reduced 7.36%
18,833 $396,000
Q3 2024

Oct 23, 2024
BUY
$19.78 - $23.53 $21,718 - $25,835
1,098 Added 5.71%
20,330 $471,000
Q2 2024

Jul 23, 2024
BUY
$18.53 - $20.2 $2,760 - $3,009
149 Added 0.78%
19,232 $384,000
Q1 2024

May 14, 2024
BUY
$19.39 - $20.93 $37,364 - $40,332
1,927 Added 11.23%
19,083 $387,000
Q4 2023

Feb 02, 2024
BUY
$16.76 - $20.95 $287,534 - $359,418
17,156 New
17,156 $355,000

Others Institutions Holding SCHH

# of Institutions
550
Shares Held
184M
Call Options Held
21.9K
Put Options Held
86.1K
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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