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

Jamison Private Wealth Management, Inc.

$602 Billion
Q2 2024

A detailed history of Jamison Private Wealth Management, Inc. transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Jamison Private Wealth Management, Inc. holds 1,271 shares of SCHH stock, worth $28,724. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,271

Previous 832 52.76%

Holding current value

$28,724

Previous $16.9 Million 50.25%

% of portfolio

0.0%

Previous 0.0%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 11, 2024	BUY	$18.53 - $20.2 $8,134 - $8,867	439 Added 52.76%	1,271 $25.4 Million
Q1 2024 Apr 26, 2024	BUY	$19.39 - $20.93 $2,443 - $2,637	126 Added 17.85%	832 $16.9 Million
Q4 2023 Jan 17, 2024	BUY	$16.76 - $20.95 $3,100 - $3,875	185 Added 35.51%	706 $14.6 Million
Q3 2023 Jan 05, 2024	BUY	$17.52 - $20.27 $9,127 - $10,560	521 New	521 $9.26 Million

Others Institutions Holding SCHH

# of Institutions

500

Shares Held

255M

Call Options Held

28.4K

Put Options Held

83.1K

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
Sector ETFs
Industry ETFs

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