Mission Wealth Management, LP Schwab Strategic U.S. Reit ETF Transaction History

Mission Wealth Management, LP

  • $4.95 Billion
  • Q3 2025

A detailed history of Mission Wealth Management, LP transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Mission Wealth Management, LP holds 35,015 shares of SCHH stock, worth $742,318. This represents 0.02% of its overall portfolio holdings.

Number of Shares
35,015
Previous 33,094 5.8%
Holding current value
$742,318
Previous $700,000 7.86%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 04, 2025
BUY
$20.76 - $21.78 $39,879 - $41,839
1,921 Added 5.8%
35,015 $755,000
Q2 2025

Aug 05, 2025
SELL
$18.94 - $21.67 $2,234 - $2,557
-118 Reduced 0.36%
33,094 $700,000
Q1 2025

Apr 17, 2025
SELL
$20.2 - $22.24 $99,020 - $109,020
-4,902 Reduced 12.86%
33,212 $707,000
Q4 2024

Feb 06, 2025
BUY
$20.55 - $23.26 $57,601 - $65,197
2,803 Added 7.94%
38,114 $802,000
Q3 2024

Oct 31, 2024
SELL
$19.78 - $23.53 $28,364 - $33,742
-1,434 Reduced 3.9%
35,311 $818,000
Q2 2024

Aug 02, 2024
SELL
$18.53 - $20.2 $147,332 - $160,610
-7,951 Reduced 17.79%
36,745 $733,000
Q1 2024

Apr 30, 2024
BUY
$19.39 - $20.93 $17,547 - $18,941
905 Added 2.07%
44,696 $907,000
Q4 2023

Feb 05, 2024
SELL
$16.76 - $20.95 $28,559 - $35,698
-1,704 Reduced 3.75%
43,791 $906,000
Q3 2023

Oct 23, 2023
SELL
$17.52 - $20.27 $29,398 - $34,013
-1,678 Reduced 3.56%
45,495 $807,000
Q2 2023

Aug 04, 2023
SELL
$18.34 - $19.64 $37,431 - $40,085
-2,041 Reduced 4.15%
47,173 $921,000
Q1 2023

Apr 07, 2023
SELL
$18.01 - $21.78 $41,026 - $49,614
-2,278 Reduced 4.42%
49,214 $959,000
Q4 2022

Feb 02, 2023
SELL
$17.68 - $20.46 $118,084 - $136,652
-6,679 Reduced 11.48%
51,492 $993,000
Q3 2022

Oct 12, 2022
SELL
$18.45 - $23.6 $34,150 - $43,683
-1,851 Reduced 3.08%
58,171 $1.09 Million
Q2 2022

Jul 27, 2022
SELL
$20.18 - $25.97 $38,059 - $48,979
-1,886 Reduced 3.05%
60,022 $1.27 Million
Q1 2022

Apr 25, 2022
BUY
$22.75 - $26.16 $682,841 - $785,192
30,015 Added 94.11%
61,908 $1.54 Million
Q4 2021

Feb 11, 2022
SELL
$22.99 - $26.35 $29,243 - $33,517
-1,272 Reduced 3.84%
31,893 $1.68 Million
Q3 2021

Nov 05, 2021
SELL
$22.84 - $24.92 $40,860 - $44,581
-1,789 Reduced 5.12%
33,165 $1.52 Million
Q2 2021

Aug 10, 2021
SELL
$20.92 - $23.68 $33,283 - $37,674
-1,591 Reduced 4.35%
34,954 $1.6 Million
Q1 2021

May 10, 2021
SELL
$18.25 - $20.79 $24,473 - $27,879
-1,341 Reduced 3.54%
36,545 $1.5 Million
Q4 2020

Jan 19, 2021
SELL
$17.04 - $19.33 $63,780 - $72,352
-3,743 Reduced 8.99%
37,886 $1.44 Million
Q3 2020

Oct 16, 2020
SELL
$16.99 - $18.73 $59,617 - $65,723
-3,509 Reduced 7.77%
41,629 $1.47 Million
Q2 2020

Aug 03, 2020
BUY
$14.77 - $20.35 $6,897 - $9,503
467 Added 1.05%
45,138 $1.59 Million
Q1 2020

Apr 10, 2020
BUY
$13.54 - $24.27 $57,287 - $102,686
4,231 Added 10.46%
44,671 $1.46 Million
Q4 2019

Jan 21, 2020
SELL
$22.24 - $24.07 $78,240 - $84,678
-3,518 Reduced 8.0%
40,440 $1.86 Million
Q3 2019

Oct 16, 2019
BUY
$23.18 - $23.61 $40,101 - $40,845
1,730 Added 4.1%
43,958 $2.07 Million
Q2 2019

Aug 09, 2019
SELL
N/A
-1,933 Reduced 4.38%
42,228 $1.88 Million
Q1 2019

May 14, 2019
SELL
N/A
-120 Reduced 0.27%
44,161 $1.96 Million
Q4 2018

Feb 08, 2019
SELL
N/A
-3,457 Reduced 7.24%
44,281 $1.71 Million
Q3 2018

Nov 01, 2018
SELL
N/A
-3,175 Reduced 6.24%
47,738 $1.99 Million
Q2 2018

Aug 08, 2018
BUY
N/A
31,798 Added 166.35%
50,913 $2.13 Million
Q1 2018

May 04, 2018
BUY
N/A
13,627 Added 248.31%
19,115 $731,000
Q4 2017

Feb 09, 2018
BUY
N/A
5,488
5,488 $228,000

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

SCHH Quotes by TradingView
  • Ticker SCHH
  • Sector ETFs
  • Industry ETFs
More about SCHH
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