Websterrogers Financial Advisors, LLC Schwab Strategic U.S. Reit ETF Transaction History

Websterrogers Financial Advisors, LLC

$333 Million
Q4 2025

A detailed history of Websterrogers Financial Advisors, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Websterrogers Financial Advisors, LLC holds 13,405 shares of SCHH stock, worth $284,186. This represents 0.09% of its overall portfolio holdings.

Number of Shares

13,405

Previous 14,579 8.05%

Holding current value

$284,186

Previous $314,000 9.55%

% of portfolio

0.09%

Previous 0.1%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 08, 2026	SELL	$20.85 - $21.86 $24,477 - $25,663	-1,174 Reduced 8.05%	13,405 $284,000
Q3 2025 Oct 08, 2025	BUY	$20.76 - $21.78 $186 - $196	9 Added 0.06%	14,579 $314,000
Q2 2025 Jul 10, 2025	SELL	$18.94 - $21.67 $32,804 - $37,532	-1,732 Reduced 10.62%	14,570 $308,000
Q1 2025 Apr 09, 2025	BUY	$20.2 - $22.24 $7,352 - $8,095	364 Added 2.28%	16,302 $347,000
Q4 2024 Jan 14, 2025	SELL	$20.55 - $23.26 $2,013 - $2,279	-98 Reduced 0.61%	15,938 $335,000

Q3 2024 Oct 15, 2024	BUY	$19.78 - $23.53 $23,914 - $28,447	1,209 Added 8.15%	16,036 $371,000
Q2 2024 Jul 12, 2024	SELL	$18.53 - $20.2 $1,111 - $1,212	-60 Reduced 0.4%	14,827 $296,000
Q1 2024 May 14, 2024	BUY	$19.39 - $20.93 $93,963 - $101,426	4,846 Added 48.26%	14,887 $302,000
Q4 2023 Feb 14, 2024	SELL	$16.76 - $20.95 $85,895 - $107,368	-5,125 Reduced 33.79%	10,041 $207,000
Q3 2023 Nov 01, 2023	BUY	$17.52 - $20.27 $15,750 - $18,222	899 Added 6.3%	15,166 $269,000
Q2 2023 Jul 26, 2023	BUY	$18.34 - $19.64 $513 - $549	28 Added 0.2%	14,267 $278,000
Q1 2023 May 03, 2023	SELL	$18.01 - $21.78 $24,493 - $29,620	-1,360 Reduced 8.72%	14,239 $277,000
Q4 2022 Feb 06, 2023	SELL	$17.68 - $20.46 $62,215 - $71,998	-3,519 Reduced 18.41%	15,599 $300,000
Q3 2022 Oct 26, 2022	SELL	$18.45 - $23.6 $46,161 - $59,047	-2,502 Reduced 11.57%	19,118 $357,000
Q2 2022 Jul 25, 2022	SELL	$20.18 - $25.97 $200,407 - $257,908	-9,931 Reduced 31.48%	21,620 $456,000
Q1 2022 Apr 14, 2022	BUY	$22.75 - $26.16 $400,013 - $459,971	17,583 Added 125.88%	31,551 $802,000
Q4 2021 Jan 24, 2022	SELL	$22.99 - $26.35 $110,903 - $127,112	-4,824 Reduced 25.67%	13,968 $736,000
Q3 2021 Oct 12, 2021	BUY	$22.84 - $24.92 $10,666 - $11,637	467 Added 2.55%	18,792 $858,000
Q2 2021 Aug 05, 2021	SELL	$20.92 - $23.68 $46,003 - $52,072	-2,199 Reduced 10.71%	18,325 $856,000
Q1 2021 May 07, 2021	SELL	$18.25 - $20.79 $2,920 - $3,326	-160 Reduced 0.77%	20,524 $843,000
Q4 2020 Feb 11, 2021	BUY	$17.04 - $19.33 $352,455 - $399,821	20,684 New	20,684 $777,000

Others Institutions Holding SCHH

# of Institutions

602

Shares Held

182M

Call Options Held

24.3K

Put Options Held

21.4K

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
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Websterrogers Financial Advisors, LLC Schwab Strategic U.S. Reit ETF Transaction History