Wealth Management Resources, Inc. Schwab Strategic U.S. Reit ETF Transaction History

Wealth Management Resources, Inc.

$271 Million
Q4 2024

A detailed history of Wealth Management Resources, Inc. transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Wealth Management Resources, Inc. holds 363,799 shares of SCHH stock, worth $7.76 Million. This represents 2.83% of its overall portfolio holdings.

Number of Shares

363,799

Previous 387,997 6.24%

Holding current value

$7.76 Million

Previous $8.99 Million 14.77%

% of portfolio

2.83%

Previous 3.59%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$20.55 - $23.26 $497,268 - $562,845	-24,198 Reduced 6.24%	363,799 $7.66 Million
Q3 2024 Oct 31, 2024	BUY	$19.78 - $23.53 $139,785 - $166,286	7,067 Added 1.86%	387,997 $8.99 Million
Q2 2024 Jul 17, 2024	BUY	$18.53 - $20.2 $261,903 - $285,506	14,134 Added 3.85%	380,930 $7.61 Million
Q1 2024 Apr 19, 2024	BUY	$19.39 - $20.93 $230,450 - $248,753	11,885 Added 3.35%	366,796 $7.45 Million
Q4 2023 Jan 19, 2024	BUY	$16.76 - $20.95 $346,563 - $433,204	20,678 Added 6.19%	354,911 $7.35 Million
Q3 2023 Oct 24, 2023	BUY	$17.52 - $20.27 $275,379 - $318,603	15,718 Added 4.93%	334,233 $5.93 Million
Q2 2023 Jul 11, 2023	BUY	$18.34 - $19.64 $273,082 - $292,439	14,890 Added 4.9%	318,515 $6.22 Million
Q1 2023 Apr 10, 2023	BUY	$18.01 - $21.78 $102,909 - $124,450	5,714 Added 1.92%	303,625 $5.92 Million
Q4 2022 Jan 17, 2023	BUY	$17.68 - $20.46 $496,825 - $574,946	28,101 Added 10.42%	297,911 $0
Q3 2022 Oct 13, 2022	BUY	$18.45 - $23.6 $115,755 - $148,066	6,274 Added 2.38%	269,810 $5.04 Million
Q2 2022 Jul 22, 2022	BUY	$20.18 - $25.97 $36,868 - $47,447	1,827 Added 0.7%	263,536 $5.56 Million
Q1 2022 Apr 20, 2022	BUY	$22.75 - $26.16 $3.05 Million - $3.51 Million	134,190 Added 105.23%	261,709 $6.51 Million
Q4 2021 Feb 10, 2022	BUY	$22.99 - $26.35 $2.93 Million - $3.36 Million	127,519 New	127,519 $6.72 Million

Others Institutions Holding SCHH

# of Institutions

532

Shares Held

175M

Call Options Held

22.2K

Put Options Held

84.6K

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
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Wealth Management Resources, Inc. Schwab Strategic U.S. Reit ETF Transaction History