Wealth Shield Partners, LLC Schwab Strategic U.S. Reit ETF Transaction History

Wealth Shield Partners, LLC

  • $839 Million
  • Q3 2025

A detailed history of Wealth Shield Partners, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 34,964 shares of SCHH stock, worth $741,236. This represents 0.09% of its overall portfolio holdings.

Number of Shares
34,964
Previous 33,854 3.28%
Holding current value
$741,236
Previous $716,000 5.31%
% of portfolio
0.09%
Previous 0.09%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
BUY
$20.76 - $21.78 $23,043 - $24,175
1,110 Added 3.28%
34,964 $754,000
Q2 2025

Aug 08, 2025
BUY
$18.94 - $21.67 $11,970 - $13,695
632 Added 1.9%
33,854 $716,000
Q1 2025

May 09, 2025
BUY
$20.2 - $22.24 $36,562 - $40,254
1,810 Added 5.76%
33,222 $714,000
Q4 2024

Feb 04, 2025
BUY
$20.55 - $23.26 $31,338 - $35,471
1,525 Added 5.1%
31,412 $661,000
Q3 2024

Nov 04, 2024
SELL
$19.78 - $23.53 $1,681 - $2,000
-85 Reduced 0.28%
29,887 $692,000
Q2 2024

Jul 26, 2024
BUY
$18.53 - $20.2 $2,038 - $2,222
110 Added 0.37%
29,972 $598,000
Q1 2024

Apr 29, 2024
SELL
$19.39 - $20.93 $5,817 - $6,279
-300 Reduced 0.99%
29,862 $606,000
Q4 2023

Jan 23, 2024
SELL
$16.76 - $20.95 $12,335 - $15,419
-736 Reduced 2.38%
30,162 $624,000
Q3 2023

Oct 25, 2023
BUY
$17.52 - $20.27 $12,334 - $14,270
704 Added 2.33%
30,898 $548,000
Q2 2023

Aug 03, 2023
BUY
$18.34 - $19.64 $17,221 - $18,441
939 Added 3.21%
30,194 $589,000
Q1 2023

May 08, 2023
BUY
$18.01 - $21.78 $61,828 - $74,770
3,433 Added 13.29%
29,255 $570,000
Q4 2022

Feb 13, 2023
BUY
$17.68 - $20.46 $47,311 - $54,750
2,676 Added 11.56%
25,822 $498,000
Q3 2022

Nov 04, 2022
BUY
$18.45 - $23.6 $13,431 - $17,180
728 Added 3.25%
23,146 $433,000
Q2 2022

Aug 11, 2022
BUY
$20.18 - $25.97 $27,202 - $35,007
1,348 Added 6.4%
22,418 $473,000
Q1 2022

May 09, 2022
BUY
$22.75 - $26.16 $44,567 - $51,247
1,959 Added 10.25%
21,070 $524,000
Q4 2021

Feb 10, 2022
BUY
$22.99 - $26.35 $439,361 - $503,574
19,111 New
19,111 $1.01 Million
Q2 2021

Aug 06, 2021
SELL
$20.92 - $23.68 $2,615 - $2,960
-125 Closed
0 $0
Q1 2021

May 17, 2021
BUY
$18.25 - $20.79 $2,281 - $2,598
125 New
125 $5,000
Q4 2020

Feb 16, 2021
SELL
$17.04 - $19.33 $2,130 - $2,416
-125 Closed
0 $0
Q1 2020

May 12, 2020
SELL
$13.54 - $24.27 $1,448 - $2,596
-107 Reduced 46.12%
125 $4,000
Q1 2019

May 14, 2019
BUY
N/A
232 New
232 $10,000

Others Institutions Holding SCHH

# of Institutions
601
Shares Held
182M
Call Options Held
24.3K
Put Options Held
21.4K
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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