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

Perissos Private Wealth Management, LLC

  • $125 Billion
  • Q3 2024

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 16,470 shares of SCHH stock, worth $344,881. This represents 0.31% of its overall portfolio holdings.

Number of Shares
16,470
Previous 16,779 1.84%
Holding current value
$344,881
Previous $335 Million 13.88%
% of portfolio
0.31%
Previous 0.3%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
533
Shares Held
175M
Call Options Held
22.2K
Put Options Held
84.6K
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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