Watershed Private Wealth LLC Schwab Strategic U.S. Reit ETF Transaction History

Watershed Private Wealth LLC

  • $250 Billion
  • Q1 2025

A detailed history of Watershed Private Wealth LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Watershed Private Wealth LLC holds 36,828 shares of SCHH stock, worth $761,603. This represents 0.32% of its overall portfolio holdings.

Number of Shares
36,828
Previous 39,979 7.88%
Holding current value
$761,603
Previous $842 Million 5.91%
% of portfolio
0.32%
Previous 0.33%

Shares

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

Apr 10, 2025
SELL
$20.2 - $22.24 $63,650 - $70,078
-3,151 Reduced 7.88%
36,828 $792 Million
Q4 2024

Jan 22, 2025
SELL
$20.55 - $23.26 $24,660 - $27,912
-1,200 Reduced 2.91%
39,979 $842 Million
Q3 2024

Oct 15, 2024
SELL
$19.78 - $23.53 $890 - $1,058
-45 Reduced 0.11%
41,179 $954 Million
Q2 2024

Jul 30, 2024
SELL
$18.53 - $20.2 $47,307 - $51,570
-2,553 Reduced 5.83%
41,224 $823 Million
Q1 2024

May 07, 2024
SELL
$19.39 - $20.93 $131,619 - $142,072
-6,788 Reduced 13.42%
43,777 $889 Million
Q4 2023

Feb 07, 2024
SELL
$16.76 - $20.95 $123,118 - $153,898
-7,346 Reduced 12.68%
50,565 $1.05 Billion
Q3 2023

Oct 19, 2023
BUY
$17.52 - $20.27 $280 - $324
16 Added 0.03%
57,911 $1.03 Billion
Q2 2023

Jul 13, 2023
SELL
$18.34 - $19.64 $149,342 - $159,928
-8,143 Reduced 12.33%
57,895 $1.13 Billion
Q1 2023

May 11, 2023
SELL
$18.01 - $21.78 $14,804 - $17,903
-822 Reduced 1.23%
66,038 $1.29 Billion
Q4 2022

Feb 10, 2023
BUY
$17.68 - $20.46 $1.18 Million - $1.37 Million
66,860 New
66,860 $1.29 Billion

Others Institutions Holding SCHH

# of Institutions
557
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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