Strategic Financial Planning, Inc. Schwab Strategic U.S. Reit ETF Transaction History

Strategic Financial Planning, Inc.

  • $147 Million
  • Q4 2024

A detailed history of Strategic Financial Planning, Inc. transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Strategic Financial Planning, Inc. holds 434,521 shares of SCHH stock, worth $9.59 Million. This represents 6.24% of its overall portfolio holdings.

Number of Shares
434,521
Previous 431,033 0.81%
Holding current value
$9.59 Million
Previous $9.99 Million 8.37%
% of portfolio
6.24%
Previous 6.61%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$20.55 - $23.26 $71,678 - $81,130
3,488 Added 0.81%
434,521 $9.15 Million
Q3 2024

Oct 25, 2024
BUY
$19.78 - $23.53 $530,104 - $630,604
26,800 Added 6.63%
431,033 $9.99 Million
Q2 2024

Aug 09, 2024
BUY
$18.53 - $20.2 $231,476 - $252,338
12,492 Added 3.19%
404,233 $8.07 Million
Q1 2024

Apr 22, 2024
BUY
$19.39 - $20.93 $328,001 - $354,051
16,916 Added 4.51%
391,741 $7.95 Million
Q4 2023

Feb 12, 2024
BUY
$16.76 - $20.95 $361,697 - $452,121
21,581 Added 6.11%
374,825 $7.76 Million
Q3 2023

Nov 09, 2023
BUY
$17.52 - $20.27 $259,208 - $299,894
14,795 Added 4.37%
353,244 $6.27 Million
Q2 2023

Aug 10, 2023
BUY
$18.34 - $19.64 $388,404 - $415,935
21,178 Added 6.68%
338,449 $6.61 Million
Q1 2023

May 10, 2023
BUY
$18.01 - $21.78 $200,901 - $242,955
11,155 Added 3.64%
317,271 $6.19 Million
Q4 2022

Feb 14, 2023
SELL
$17.68 - $20.46 $410,511 - $475,060
-23,219 Reduced 7.05%
306,116 $5.9 Million
Q3 2022

Nov 14, 2022
BUY
$18.45 - $23.6 $313,428 - $400,916
16,988 Added 5.44%
329,335 $6.16 Million
Q2 2022

Aug 03, 2022
SELL
$20.18 - $25.97 $46,111 - $59,341
-2,285 Reduced 0.73%
312,347 $6.59 Million
Q1 2022

May 05, 2022
BUY
$22.75 - $26.16 $3.1 Million - $3.57 Million
136,379 Added 76.51%
314,632 $7.83 Million
Q4 2021

Feb 07, 2022
SELL
$22.99 - $26.35 $173,712 - $199,100
-7,556 Reduced 4.07%
178,253 $9.39 Million
Q3 2021

Nov 09, 2021
SELL
$22.84 - $24.92 $43,121 - $47,048
-1,888 Reduced 1.01%
185,809 $8.49 Million
Q2 2021

Aug 06, 2021
SELL
$20.92 - $23.68 $165,686 - $187,545
-7,920 Reduced 4.05%
187,697 $8.6 Million
Q1 2021

May 07, 2021
BUY
$18.25 - $20.79 $597,778 - $680,976
32,755 Added 20.11%
195,617 $8.04 Million
Q4 2020

Feb 11, 2021
BUY
$17.04 - $19.33 $245,631 - $278,641
14,415 Added 9.71%
162,862 $6.18 Million
Q3 2020

Nov 09, 2020
BUY
$16.99 - $18.73 $300,315 - $331,071
17,676 Added 13.52%
148,447 $5.25 Million
Q2 2020

Aug 07, 2020
SELL
$14.77 - $20.35 $202,733 - $279,324
-13,726 Reduced 9.5%
130,771 $4.61 Million
Q1 2020

Apr 21, 2020
SELL
$13.54 - $24.27 $195,314 - $350,094
-14,425 Reduced 9.08%
144,497 $4.73 Million
Q4 2019

Feb 13, 2020
BUY
$22.24 - $24.07 $3.53 Million - $3.83 Million
158,922 New
158,922 $7.3 Million

Others Institutions Holding SCHH

# of Institutions
552
Shares Held
177M
Call Options Held
20.1K
Put Options Held
81.7K
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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