Perissos Private Wealth Management, LLC Schwab Strategic U.S. Reit ETF Transaction History

Perissos Private Wealth Management, LLC

$137 Billion
Q3 2025

A detailed history of Perissos Private Wealth Management, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Perissos Private Wealth Management, LLC holds 10,329 shares of SCHH stock, worth $218,974. This represents 0.16% of its overall portfolio holdings.

Number of Shares

10,329

Previous 10,445 1.11%

Holding current value

$218,974

Previous $221 Million 0.81%

% of portfolio

0.16%

Previous 0.17%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$20.76 - $21.78 $2,408 - $2,526	-116 Reduced 1.11%	10,329 $223 Million
Q2 2025 Jul 31, 2025	BUY	$18.94 - $21.67 $416 - $476	22 Added 0.21%	10,445 $221 Million
Q1 2025 Apr 25, 2025	SELL	$20.2 - $22.24 $133,320 - $146,784	-6,600 Reduced 38.77%	10,423 $224 Million
Q4 2024 Jan 29, 2025	BUY	$20.55 - $23.26 $11,364 - $12,862	553 Added 3.36%	17,023 $359 Million
Q3 2024 Nov 12, 2024	SELL	$19.78 - $23.53 $6,112 - $7,270	-309 Reduced 1.84%	16,470 $382 Million

Q2 2024 Aug 09, 2024	SELL	$18.53 - $20.2 $195,269 - $212,867	-10,538 Reduced 38.58%	16,779 $335 Million
Q1 2024 May 14, 2024	BUY	$19.39 - $20.93 $529,676 - $571,744	27,317 New	27,317 $555 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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Perissos Private Wealth Management, LLC Schwab Strategic U.S. Reit ETF Transaction History