Walkner Condon Financial Advisors LLC Schwab Strategic U.S. Reit ETF Transaction History

Walkner Condon Financial Advisors LLC

  • $480 Million
  • Q4 2024

A detailed history of Walkner Condon Financial Advisors LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 38,512 shares of SCHH stock, worth $829,933. This represents 0.17% of its overall portfolio holdings.

Number of Shares
38,512
Previous 42,376 9.12%
Holding current value
$829,933
Previous $981,000 17.33%
% of portfolio
0.17%
Previous 0.2%

Shares

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

Jan 29, 2025
SELL
$20.55 - $23.26 $79,405 - $89,876
-3,864 Reduced 9.12%
38,512 $811,000
Q3 2024

Oct 31, 2024
SELL
$19.78 - $23.53 $61,021 - $72,590
-3,085 Reduced 6.79%
42,376 $981,000
Q2 2024

Jul 26, 2024
SELL
$18.53 - $20.2 $24,255 - $26,441
-1,309 Reduced 2.8%
45,461 $907,000
Q1 2024

Apr 22, 2024
SELL
$19.39 - $20.93 $3,703 - $3,997
-191 Reduced 0.41%
46,770 $949,000
Q4 2023

Jan 23, 2024
BUY
$16.76 - $20.95 $30,587 - $38,233
1,825 Added 4.04%
46,961 $972,000
Q3 2023

Oct 19, 2023
BUY
$17.52 - $20.27 $132,065 - $152,795
7,538 Added 20.05%
45,136 $801,000
Q2 2023

Jul 21, 2023
SELL
$18.34 - $19.64 $86,821 - $92,975
-4,734 Reduced 11.18%
37,598 $734,000
Q1 2023

Apr 20, 2023
SELL
$18.01 - $21.78 $756 - $914
-42 Reduced 0.1%
42,332 $825,000
Q4 2022

Jan 25, 2023
SELL
$17.68 - $20.46 $4,066 - $4,705
-230 Reduced 0.54%
42,374 $0
Q3 2022

Oct 28, 2022
BUY
$18.45 - $23.6 $21,881 - $27,989
1,186 Added 2.86%
42,604 $796,000
Q2 2022

Aug 04, 2022
BUY
$20.18 - $25.97 $153,630 - $197,709
7,613 Added 22.52%
41,418 $874,000
Q1 2022

May 03, 2022
BUY
$22.75 - $26.16 $326,417 - $375,343
14,348 Added 73.74%
33,805 $842 Million
Q4 2021

Feb 11, 2022
SELL
$22.99 - $26.35 $6,552 - $7,509
-285 Reduced 1.44%
19,457 $0
Q3 2021

Nov 04, 2021
BUY
$22.84 - $24.92 $4,590 - $5,008
201 Added 1.03%
19,742 $900,000
Q2 2021

Aug 10, 2021
SELL
$20.92 - $23.68 $2,112 - $2,391
-101 Reduced 0.51%
19,541 $894,000
Q1 2021

Apr 13, 2021
BUY
$18.25 - $20.79 $11,607 - $13,222
636 Added 3.35%
19,642 $807,000
Q4 2020

Jan 12, 2021
BUY
$17.04 - $19.33 $64,308 - $72,951
3,774 Added 24.78%
19,006 $722,000
Q3 2020

Nov 10, 2020
BUY
$16.99 - $18.73 $258,791 - $285,295
15,232 New
15,232 $539,000

Others Institutions Holding SCHH

# of Institutions
556
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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