Valued Wealth Advisors LLC Schwab Strategic U.S. Reit ETF Transaction History

Valued Wealth Advisors LLC

  • $160 Billion
  • Q4 2024

A detailed history of Valued Wealth Advisors LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 20,921 shares of SCHH stock, worth $461,935. This represents 0.28% of its overall portfolio holdings.

Number of Shares
20,921
Previous 19,380 7.95%
Holding current value
$461,935
Previous $449 Million 1.88%
% of portfolio
0.28%
Previous 0.29%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$20.55 - $23.26 $31,667 - $35,843
1,541 Added 7.95%
20,921 $441 Million
Q3 2024

Oct 28, 2024
SELL
$19.78 - $23.53 $12,718 - $15,129
-643 Reduced 3.21%
19,380 $449 Million
Q2 2024

Jul 16, 2024
BUY
$18.53 - $20.2 $38,394 - $41,854
2,072 Added 11.54%
20,023 $403 Million
Q1 2024

Apr 30, 2024
SELL
$19.39 - $20.93 $1.27 Million - $1.37 Million
-65,343 Reduced 78.45%
17,951 $364 Million
Q4 2023

Jan 05, 2024
BUY
$16.76 - $20.95 $1.4 Million - $1.75 Million
83,294 New
83,294 $1.48 Billion

Others Institutions Holding SCHH

# of Institutions
552
Shares Held
177M
Call Options Held
20.1K
Put Options Held
81.7K
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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