Legacy Capital Wealth Partners, LLC Schwab Strategic U.S. Reit ETF Transaction History

Legacy Capital Wealth Partners, LLC

  • $439 Million
  • Q4 2024

A detailed history of Legacy Capital Wealth Partners, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 14,413 shares of SCHH stock, worth $310,600. This represents 0.07% of its overall portfolio holdings.

Number of Shares
14,413
Previous 14,251 1.14%
Holding current value
$310,600
Previous $330,000 8.18%
% of portfolio
0.07%
Previous 0.06%

Shares

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

Jan 30, 2025
BUY
$20.55 - $23.26 $3,329 - $3,768
162 Added 1.14%
14,413 $303,000
Q3 2024

Nov 04, 2024
BUY
$19.78 - $23.53 $4,351 - $5,176
220 Added 1.57%
14,251 $330,000
Q2 2024

Aug 01, 2024
BUY
$18.53 - $20.2 $259,994 - $283,426
14,031 New
14,031 $280,000
Q4 2023

Feb 05, 2024
BUY
$16.76 - $20.95 $2,664 - $3,331
159 Added 1.15%
13,955 $289,000
Q3 2023

Oct 16, 2023
BUY
$17.52 - $20.27 $241,705 - $279,644
13,796 New
13,796 $244,000
Q1 2023

May 10, 2023
BUY
$18.01 - $21.78 $244,125 - $295,227
13,555 New
13,555 $264,000

Others Institutions Holding SCHH

# of Institutions
556
Shares Held
177M
Call Options Held
20.1K
Put Options Held
81.7K
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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