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

Private Wealth Asset Management, LLC

  • $800 Million
  • Q3 2025

A detailed history of Private Wealth Asset Management, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Private Wealth Asset Management, LLC holds 4,440 shares of SCHH stock, worth $94,128. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,440
Previous 5,734 22.57%
Holding current value
$94,128
Previous $121 Million 99.92%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Nov 03, 2025
SELL
$20.76 - $21.78 $26,863 - $28,183
-1,294 Reduced 22.57%
4,440 $95,000
Q2 2025

Jul 28, 2025
BUY
$18.94 - $21.67 $5,416 - $6,197
286 Added 5.25%
5,734 $121 Million
Q1 2025

May 15, 2025
BUY
$20.2 - $22.24 $110,049 - $121,163
5,448 New
5,448 $117 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

SCHH Quotes by TradingView
  • Ticker SCHH
  • Sector ETFs
  • Industry ETFs
More about SCHH
Track This Portfolio

Track Private Wealth Asset Management, LLC Portfolio

Follow Private Wealth Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Private Wealth Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Wealth Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email