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

Wagner Wealth Management, LLC

  • $311 Million
  • Q1 2025

A detailed history of Wagner Wealth Management, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Wagner Wealth Management, LLC holds 678 shares of SCHH stock, worth $13,987. This represents 0.0% of its overall portfolio holdings.

Number of Shares
678
Previous 614 10.42%
Holding current value
$13,987
Previous $12,000 16.67%
% of portfolio
0.0%
Previous 0.0%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
BUY
$20.2 - $22.24 $1,292 - $1,423
64 Added 10.42%
678 $14,000
Q4 2024

Jan 28, 2025
BUY
$20.55 - $23.26 $1,972 - $2,232
96 Added 18.53%
614 $12,000
Q3 2024

Oct 10, 2024
BUY
$19.78 - $23.53 $613 - $729
31 Added 6.37%
518 $12,000
Q2 2024

Jul 18, 2024
BUY
$18.53 - $20.2 $1,148 - $1,252
62 Added 14.59%
487 $9,000
Q1 2024

Apr 23, 2024
BUY
$19.39 - $20.93 $1,783 - $1,925
92 Added 27.63%
425 $8,000
Q4 2023

Jan 19, 2024
BUY
$16.76 - $20.95 $670 - $838
40 Added 13.65%
333 $6,000
Q3 2023

Oct 18, 2023
BUY
$17.52 - $20.27 $2,207 - $2,554
126 Added 75.45%
293 $5,000
Q2 2023

Jul 28, 2023
BUY
$18.34 - $19.64 $1,045 - $1,119
57 Added 51.82%
167 $3,000
Q1 2023

May 17, 2023
BUY
$18.01 - $21.78 $1,170 - $1,415
65 Added 144.44%
110 $2,000
Q4 2022

Feb 14, 2023
BUY
$17.68 - $20.46 $707 - $818
40 Added 800.0%
45 $0
Q3 2022

Nov 14, 2022
BUY
$18.45 - $23.6 $92 - $118
5 New
5 $0
Q2 2022

Aug 11, 2022
BUY
$20.18 - $25.97 $0 - $0
0 New
0 $0
Q1 2022

May 16, 2022
BUY
$22.75 - $26.16 $0 - $0
0 New
0 $0
Q4 2021

Feb 15, 2022
BUY
$22.99 - $26.35 $0 - $0
0 New
0 $0
Q3 2021

Nov 15, 2021
BUY
$22.84 - $24.92 $0 - $0
0 New
0 $0
Q2 2021

Aug 13, 2021
BUY
$20.92 - $23.68 $0 - $0
0 New
0 $0
Q1 2021

May 17, 2021
SELL
$18.25 - $20.79 $4,781 - $5,446
-262 Closed
0 $0
Q4 2020

Feb 09, 2021
BUY
$17.04 - $19.33 $1,312 - $1,488
77 Added 41.62%
262 $10,000
Q3 2018

Nov 05, 2018
SELL
N/A
-322 Reduced 63.51%
185 $8,000
Q2 2018

Aug 01, 2018
BUY
N/A
230 Added 83.03%
507 $21,000
Q1 2018

May 10, 2018
BUY
N/A
95 Added 52.2%
277 $11,000
Q4 2017

Feb 22, 2018
BUY
N/A
182
182 $7,000

Others Institutions Holding SCHH

# of Institutions
558
Shares Held
178M
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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