A detailed history of Wealthcare Advisory Partners LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 49,584 shares of SCHH stock, worth $1.05 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
49,584
Previous 91,220 45.64%
Holding current value
$1.05 Million
Previous $1.82 Million 36.96%
% of portfolio
0.03%
Previous 0.06%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

SELL
$19.78 - $23.53 $823,560 - $979,695
-41,636 Reduced 45.64%
49,584 $1.15 Million
Q2 2024

Aug 09, 2024

BUY
$18.53 - $20.2 $106,306 - $115,887
5,737 Added 6.71%
91,220 $1.82 Million
Q1 2024

Apr 15, 2024

SELL
$19.39 - $20.93 $93,091 - $100,484
-4,801 Reduced 5.32%
85,483 $1.74 Million
Q4 2023

Feb 06, 2024

BUY
$16.76 - $20.95 $564,409 - $705,512
33,676 Added 59.49%
90,284 $1.87 Million
Q3 2023

Oct 12, 2023

SELL
$17.52 - $20.27 $129,753 - $150,119
-7,406 Reduced 11.57%
56,608 $1 Million
Q2 2023

Jul 17, 2023

SELL
$18.34 - $19.64 $340,848 - $365,009
-18,585 Reduced 22.5%
64,014 $1.25 Million
Q1 2023

May 04, 2023

SELL
$18.01 - $21.78 $78,811 - $95,309
-4,376 Reduced 5.03%
82,599 $1.61 Million
Q4 2022

Feb 13, 2023

SELL
$17.68 - $20.46 $1.44 Million - $1.67 Million
-81,487 Reduced 48.37%
86,975 $1.68 Million
Q3 2022

Nov 14, 2022

BUY
$18.45 - $23.6 $3.11 Million - $3.98 Million
168,462 New
168,462 $3.15 Million
Q1 2022

Apr 15, 2022

SELL
$22.75 - $26.16 $90,363 - $103,907
-3,972 Closed
0 $0
Q4 2021

Feb 11, 2022

BUY
$22.99 - $26.35 $91,316 - $104,662
3,972 New
3,972 $0
Q3 2021

Nov 15, 2021

SELL
$22.84 - $24.92 $124,843 - $136,212
-5,466 Closed
0 $0
Q2 2021

Aug 16, 2021

BUY
$20.92 - $23.68 $2,991 - $3,386
143 Added 2.69%
5,466 $250,000
Q1 2021

Apr 30, 2021

BUY
$18.25 - $20.79 $97,144 - $110,665
5,323 New
5,323 $219,000
Q4 2020

Feb 12, 2021

SELL
$17.04 - $19.33 $102,444 - $116,211
-6,012 Closed
0 $0
Q3 2020

Oct 29, 2020

BUY
$16.99 - $18.73 $102,143 - $112,604
6,012 New
6,012 $213,000
Q2 2020

Jul 29, 2020

SELL
$14.77 - $20.35 $10,087 - $13,899
-683 Closed
0 $0
Q1 2020

Apr 29, 2020

SELL
$13.54 - $24.27 $16,071 - $28,808
-1,187 Reduced 63.48%
683 $22,000
Q4 2019

Jan 29, 2020

BUY
$22.24 - $24.07 $600 - $649
27 Added 1.47%
1,870 $86,000
Q2 2019

Jul 30, 2019

SELL
N/A
-101 Reduced 5.2%
1,843 $82,000
Q1 2019

May 13, 2019

SELL
N/A
-343 Reduced 15.0%
1,944 $86,000
Q4 2018

Feb 14, 2019

BUY
N/A
1,679 Added 276.15%
2,287 $88,000
Q2 2018

Aug 14, 2018

BUY
N/A
608 New
608 $25,000

Others Institutions Holding SCHH

About SCHWAB STRATEGIC U.S. REIT ETF


  • Ticker SCHH
  • Sector ETFs
  • Industry ETFs
More about SCHH
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