Worth Asset Management, LLC Schwab Strategic U.S. Reit ETF Transaction History

Worth Asset Management, LLC

  • $172 Million
  • Q3 2024

A detailed history of Worth Asset Management, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Worth Asset Management, LLC holds 28,540 shares of SCHH stock, worth $602,194. This represents 0.39% of its overall portfolio holdings.

Number of Shares
28,540
Holding current value
$602,194
% of portfolio
0.39%

Shares

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

Oct 09, 2024
BUY
$19.78 - $23.53 $564,521 - $671,546
28,540 New
28,540 $661,000
Q2 2022

Jul 08, 2022
SELL
$20.18 - $25.97 $2.78 Million - $3.57 Million
-137,648 Reduced 98.34%
2,328 $48,000
Q1 2022

May 13, 2022
BUY
$22.75 - $26.16 $3.18 Million - $3.66 Million
139,976 New
139,976 $3.05 Million

Others Institutions Holding SCHH

# of Institutions
533
Shares Held
175M
Call Options Held
22.2K
Put Options Held
84.6K
View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

SCHH Quotes by TradingView
  • Ticker SCHH
  • Sector ETFs
  • Industry ETFs
More about SCHH
Track This Portfolio

Track Worth Asset Management, LLC Portfolio

Follow Worth Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Worth Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Worth Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email