Hillcrest Wealth Advisors Ny, LLC Schwab Strategic U.S. Reit ETF Transaction History

Hillcrest Wealth Advisors Ny, LLC

  • $229 Million
  • Q4 2025

A detailed history of Hillcrest Wealth Advisors Ny, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Hillcrest Wealth Advisors Ny, LLC holds 59,050 shares of SCHH stock, worth $1.25 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
59,050
Holding current value
$1.25 Million
% of portfolio
0.55%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
BUY
$20.85 - $21.86 $1.23 Million - $1.29 Million
59,050 New
59,050 $1.25 Million
Q2 2025

Jul 22, 2025
BUY
$18.94 - $21.67 $240,064 - $274,667
12,675 New
12,675 $268,000
Q1 2024

Apr 11, 2024
BUY
$19.39 - $20.93 $254,493 - $274,706
13,125 New
13,125 $266,000
Q3 2023

Oct 17, 2023
BUY
$17.52 - $20.27 $610,134 - $705,902
34,825 Added 209.47%
51,450 $913,000
Q2 2023

Jul 31, 2023
SELL
$18.34 - $19.64 $149,471 - $160,066
-8,150 Reduced 32.9%
16,625 $324,000
Q1 2023

May 08, 2023
SELL
$18.01 - $21.78 $379,110 - $458,469
-21,050 Reduced 45.94%
24,775 $483,000
Q4 2022

Feb 08, 2023
BUY
$17.68 - $20.46 $351,832 - $407,154
19,900 Added 76.76%
45,825 $883,000
Q3 2022

Nov 03, 2022
BUY
$18.45 - $23.6 $207,101 - $264,910
11,225 Added 76.36%
25,925 $485,000
Q2 2022

Aug 02, 2022
BUY
$20.18 - $25.97 $296,646 - $381,759
14,700 New
14,700 $310,000

Others Institutions Holding SCHH

# of Institutions
602
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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