Bartlett & Co. Wealth Management LLC Schwab Strategic U.S. Reit ETF Transaction History

Bartlett & Co. Wealth Management LLC

  • $6.89 Trillion
  • Q4 2024

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 6,995 shares of SCHH stock, worth $150,322. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,995
Previous 4,301 62.64%
Holding current value
$150,322
Previous $99.7 Million 47.83%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 17, 2025
BUY
$20.55 - $23.26 $55,361 - $62,662
2,694 Added 62.64%
6,995 $147 Million
Q3 2024

Oct 17, 2024
SELL
$19.78 - $23.53 $3,956 - $4,706
-200 Reduced 4.44%
4,301 $99.7 Million
Q2 2024

Jul 12, 2024
BUY
$18.53 - $20.2 $926 - $1,010
50 Added 1.12%
4,501 $90.7 Million
Q1 2024

May 09, 2024
BUY
$19.39 - $20.93 $2,908 - $3,139
150 Added 3.49%
4,451 $90.4 Million
Q4 2023

Feb 14, 2024
BUY
$16.76 - $20.95 $26,313 - $32,891
1,570 Added 57.49%
4,301 $90.1 Million
Q3 2023

Feb 14, 2024
BUY
$17.52 - $20.27 $1,051 - $1,216
60 Added 2.25%
2,731 $48.5 Million
Q2 2023

Feb 14, 2024
BUY
$18.34 - $19.64 $42,915 - $45,957
2,340 Added 706.95%
2,671 $52.2 Million
Q4 2022

Feb 14, 2024
BUY
$17.68 - $20.46 $5,852 - $6,772
331 New
331 $6.39 Million
Q4 2020

Feb 13, 2024
SELL
$17.04 - $19.33 $1,704 - $1,932
-100 Closed
0 $0
Q3 2018

Feb 13, 2024
SELL
N/A
-767 Reduced 88.47%
100 $4.17 Million
Q2 2018

Feb 13, 2024
BUY
N/A
267 Added 44.5%
867 $36.2 Million
Q1 2018

Feb 13, 2024
BUY
N/A
600 New
600 $23 Million

Others Institutions Holding SCHH

# of Institutions
533
Shares Held
176M
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
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