Jamison Private Wealth Management, Inc. Schwab Strategic U.S. Reit ETF Transaction History

Jamison Private Wealth Management, Inc.

$657 Billion
Q3 2024

A detailed history of Jamison Private Wealth Management, Inc. transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Jamison Private Wealth Management, Inc. holds 1,376 shares of SCHH stock, worth $29,033. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,376

Previous 1,271 8.26%

Holding current value

$29,033

Previous $25.4 Million 25.54%

% of portfolio

0.0%

Previous 0.0%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$19.78 - $23.53 $2,076 - $2,470	105 Added 8.26%	1,376 $31.9 Million
Q2 2024 Jul 11, 2024	BUY	$18.53 - $20.2 $8,134 - $8,867	439 Added 52.76%	1,271 $25.4 Million
Q1 2024 Apr 26, 2024	BUY	$19.39 - $20.93 $2,443 - $2,637	126 Added 17.85%	832 $16.9 Million
Q4 2023 Jan 17, 2024	BUY	$16.76 - $20.95 $3,100 - $3,875	185 Added 35.51%	706 $14.6 Million
Q3 2023 Jan 05, 2024	BUY	$17.52 - $20.27 $9,127 - $10,560	521 New	521 $9.26 Million

Others Institutions Holding SCHH

# of Institutions

533

Shares Held

175M

Call Options Held

22.2K

Put Options Held

84.6K

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
Sector ETFs
Industry ETFs

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Jamison Private Wealth Management, Inc. Schwab Strategic U.S. Reit ETF Transaction History