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

Legacy Capital Wealth Partners, LLC

  • $463 Million
  • Q3 2025

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 14,689 shares of SCHH stock, worth $311,406. This represents 0.07% of its overall portfolio holdings.

Number of Shares
14,689
Previous 14,584 0.72%
Holding current value
$311,406
Previous $308,000 2.6%
% of portfolio
0.07%
Previous 0.07%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
$20.76 - $21.78 $2,179 - $2,286
105 Added 0.72%
14,689 $316,000
Q2 2025

Aug 13, 2025
SELL
$18.94 - $21.67 $6,685 - $7,649
-353 Reduced 2.36%
14,584 $308,000
Q1 2025

May 02, 2025
BUY
$20.2 - $22.24 $10,584 - $11,653
524 Added 3.64%
14,937 $321,000
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
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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