A detailed history of Integrated Wealth Concepts LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 17,264 shares of SCHH stock, worth $369,967. This represents 0.01% of its overall portfolio holdings.

Number of Shares
17,264
Previous 18,227 5.28%
Holding current value
$369,967
Previous $363,000 10.19%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$19.78 - $23.53 $19,048 - $22,659
-963 Reduced 5.28%
17,264 $400,000
Q2 2024

Aug 14, 2024

SELL
$18.53 - $20.2 $12,340 - $13,453
-666 Reduced 3.53%
18,227 $363,000
Q1 2024

May 15, 2024

SELL
$19.39 - $20.93 $7,639 - $8,246
-394 Reduced 2.04%
18,893 $383,000
Q4 2023

Feb 13, 2024

SELL
$16.76 - $20.95 $11,296 - $14,120
-674 Reduced 3.38%
19,287 $399,000
Q3 2023

Nov 15, 2023

SELL
$17.52 - $20.27 $203,214 - $235,111
-11,599 Reduced 36.75%
19,961 $354,000
Q2 2023

Aug 15, 2023

BUY
$18.34 - $19.64 $153,579 - $164,465
8,374 Added 36.12%
31,560 $616,000
Q1 2023

May 03, 2023

BUY
$18.01 - $21.78 $417,579 - $504,991
23,186 New
23,186 $452,000

Others Institutions Holding SCHH

About SCHWAB STRATEGIC U.S. REIT ETF


  • Ticker SCHH
  • Sector ETFs
  • Industry ETFs
More about SCHH
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