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

Kingswood Wealth Advisors, LLC

$1.65 Trillion
Q3 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 66,247 shares of SCHH stock, worth $1.4 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

66,247

Previous 59,518 11.31%

Holding current value

$1.4 Million

Previous $1.26 Billion 13.46%

% of portfolio

0.09%

Previous 0.1%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$20.76 - $21.78 $139,694 - $146,557	6,729 Added 11.31%	66,247 $1.43 Billion
Q2 2025 Jul 23, 2025	BUY	$18.94 - $21.67 $102,484 - $117,256	5,411 Added 10.0%	59,518 $1.26 Billion
Q1 2025 Jul 25, 2025	SELL	$20.2 - $22.24 $109,302 - $120,340	-5,411 Reduced 9.09%	54,107 $1.16 Billion
Q1 2025 Apr 21, 2025	BUY	$20.2 - $22.24 $34,481 - $37,963	1,707 Added 3.26%	54,107 $1.16 Billion
Q4 2024 Jan 22, 2025	BUY	$20.55 - $23.26 $216,781 - $245,369	10,549 Added 25.21%	52,400 $1.1 Billion

Q3 2024 Oct 21, 2024	BUY	$19.78 - $23.53 $332,778 - $395,868	16,824 Added 67.22%	41,851 $970 Million
Q2 2024 Jul 09, 2024	BUY	$18.53 - $20.2 $463,750 - $505,545	25,027 New	25,027 $500 Million

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

Ticker SCHH
Sector ETFs
Industry ETFs

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