Steward Partners Investment Advisory, LLC Schwab Strategic U.S. Reit ETF Transaction History

Steward Partners Investment Advisory, LLC

  • $10.6 Billion
  • Q3 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 3,927 shares of SCHH stock, worth $79,325. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,927
Previous 655 499.54%
Holding current value
$79,325
Previous $13,000 592.31%
% of portfolio
0.0%
Previous 0.0%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$19.78 - $23.53 $64,720 - $76,990
3,272 Added 499.54%
3,927 $90,000
Q2 2024

Aug 08, 2024
SELL
$18.53 - $20.2 $4,113 - $4,484
-222 Reduced 25.31%
655 $13,000
Q1 2024

May 15, 2024
BUY
$19.39 - $20.93 $13,243 - $14,295
683 Added 352.06%
877 $17,000
Q2 2023

Aug 14, 2023
SELL
$18.34 - $19.64 $16,982 - $18,186
-926 Reduced 82.68%
194 $3,000
Q1 2023

May 15, 2023
BUY
$18.01 - $21.78 $15,470 - $18,709
859 Added 329.12%
1,120 $21,000
Q4 2022

Feb 15, 2023
SELL
$17.68 - $20.46 $145,966 - $168,917
-8,256 Reduced 96.94%
261 $5,000
Q3 2022

Nov 10, 2022
SELL
$18.45 - $23.6 $1,217 - $1,557
-66 Reduced 0.77%
8,517 $159,000
Q2 2022

Aug 04, 2022
BUY
$20.18 - $25.97 $92,283 - $118,760
4,573 Added 114.04%
8,583 $181,000
Q1 2022

May 02, 2022
BUY
$22.75 - $26.16 $45,909 - $52,790
2,018 Added 101.31%
4,010 $100,000
Q3 2021

Nov 12, 2021
BUY
$22.84 - $24.92 $26,425 - $28,832
1,157 Added 138.56%
1,992 $91,000
Q2 2021

Aug 13, 2021
SELL
$20.92 - $23.68 $5,083 - $5,754
-243 Reduced 22.54%
835 $38,000
Q1 2021

May 14, 2021
BUY
$18.25 - $20.79 $19,107 - $21,767
1,047 Added 3377.42%
1,078 $0
Q4 2020

Feb 11, 2021
SELL
$17.04 - $19.33 $204 - $231
-12 Reduced 27.91%
31 $1,000
Q3 2020

Oct 30, 2020
SELL
$16.99 - $18.73 $5,504 - $6,068
-324 Reduced 88.28%
43 $2,000
Q2 2020

Aug 06, 2020
SELL
$14.77 - $20.35 $3,190 - $4,395
-216 Reduced 37.05%
367 $13,000
Q1 2020

Apr 29, 2020
SELL
$13.54 - $24.27 $67 - $121
-5 Reduced 0.85%
583 $19,000
Q4 2019

Jan 17, 2020
BUY
$22.24 - $24.07 $12,587 - $13,623
566 Added 2572.73%
588 $27,000
Q3 2019

Oct 30, 2019
SELL
$23.18 - $23.61 $15,669 - $15,960
-676 Reduced 96.85%
22 $1,000
Q2 2019

Jul 25, 2019
BUY
N/A
698 New
698 $31,000
Q4 2018

Jan 15, 2019
SELL
N/A
-59 Closed
0 $0
Q3 2018

Oct 23, 2018
BUY
N/A
17 Added 40.48%
59 $2,000
Q2 2018

Jul 20, 2018
SELL
N/A
-14 Reduced 25.0%
42 $2,000
Q2 2017

Nov 22, 2017
BUY
N/A
16 Added 40.0%
56 $2,000
Q1 2017

Nov 22, 2017
BUY
N/A
40
40 $1,000

Others Institutions Holding SCHH

# of Institutions
530
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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