Peterson Wealth Advisors, LLC Schwab Strategic U.S. Reit ETF Transaction History

Peterson Wealth Advisors, LLC

$480 Million
Q3 2024

A detailed history of Peterson Wealth Advisors, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Peterson Wealth Advisors, LLC holds 84,765 shares of SCHH stock, worth $1.79 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

84,765

Previous 89,993 5.81%

Holding current value

$1.79 Million

Previous $1.8 Million 9.29%

% of portfolio

0.41%

Previous 0.4%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$19.78 - $23.53 $103,409 - $123,014	-5,228 Reduced 5.81%	84,765 $1.96 Million
Q2 2024 Jul 18, 2024	SELL	$18.53 - $20.2 $83,718 - $91,263	-4,518 Reduced 4.78%	89,993 $1.8 Million
Q1 2024 Apr 15, 2024	SELL	$19.39 - $20.93 $23,888 - $25,785	-1,232 Reduced 1.29%	94,511 $1.92 Million
Q4 2023 Jan 10, 2024	SELL	$16.76 - $20.95 $155,733 - $194,667	-9,292 Reduced 8.85%	95,743 $1.98 Million
Q3 2023 Oct 05, 2023	BUY	$17.52 - $20.27 $127,983 - $148,072	7,305 Added 7.47%	105,035 $1.86 Million
Q2 2023 Jul 13, 2023	SELL	$18.34 - $19.64 $38,220 - $40,929	-2,084 Reduced 2.09%	97,730 $1.91 Million
Q1 2023 Apr 06, 2023	BUY	$18.01 - $21.78 $164,899 - $199,417	9,156 Added 10.1%	99,814 $1.95 Million
Q4 2022 Jan 20, 2023	BUY	$17.68 - $20.46 $622,088 - $719,905	35,186 Added 63.43%	90,658 $0
Q3 2022 Oct 17, 2022	BUY	$18.45 - $23.6 $462,910 - $592,124	25,090 Added 82.58%	55,472 $1.04 Million
Q2 2022 Jul 21, 2022	BUY	$20.18 - $25.97 $60,156 - $77,416	2,981 Added 10.88%	30,382 $641,000
Q1 2022 Apr 21, 2022	BUY	$22.75 - $26.16 $307,966 - $354,127	13,537 Added 97.64%	27,401 $682,000
Q4 2021 Jan 25, 2022	SELL	$22.99 - $26.35 $7,747 - $8,879	-337 Reduced 2.37%	13,864 $731,000
Q3 2021 Oct 21, 2021	BUY	$22.84 - $24.92 $22,543 - $24,596	987 Added 7.47%	14,201 $649,000
Q2 2021 Aug 02, 2021	SELL	$20.92 - $23.68 $6,129 - $6,938	-293 Reduced 2.17%	13,214 $605,000
Q1 2021 Apr 28, 2021	SELL	$18.25 - $20.79 $1,131 - $1,288	-62 Reduced 0.46%	13,507 $555,000
Q4 2020 Jan 25, 2021	BUY	$17.04 - $19.33 $5,060 - $5,741	297 Added 2.24%	13,569 $515,000
Q3 2020 Oct 20, 2020	BUY	$16.99 - $18.73 $7,237 - $7,978	426 Added 3.32%	13,272 $469,000
Q2 2020 Jul 20, 2020	BUY	$14.77 - $20.35 $73,525 - $101,302	4,978 Added 63.27%	12,846 $452,000
Q1 2020 Apr 21, 2020	BUY	$13.54 - $24.27 $106,532 - $190,956	7,868 New	7,868 $258,000

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

Ticker SCHH
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Peterson Wealth Advisors, LLC Schwab Strategic U.S. Reit ETF Transaction History