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

Aletheian Wealth Advisors LLC

  • $163 Million
  • Q3 2024

A detailed history of Aletheian Wealth Advisors LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Aletheian Wealth Advisors LLC holds 41,051 shares of SCHH stock, worth $921,184. This represents 0.58% of its overall portfolio holdings.

Number of Shares
41,051
Previous 42,167 2.65%
Holding current value
$921,184
Previous $842,000 12.95%
% of portfolio
0.58%
Previous 0.46%

Shares

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

Oct 25, 2024
SELL
$19.78 - $23.53 $22,074 - $26,259
-1,116 Reduced 2.65%
41,051 $951,000
Q2 2024

Jul 26, 2024
BUY
$18.53 - $20.2 $18 - $20
1 Added 0.0%
42,167 $842,000
Q1 2024

Apr 15, 2024
SELL
$19.39 - $20.93 $4,110 - $4,437
-212 Reduced 0.5%
42,166 $855,000
Q4 2023

Jan 05, 2024
SELL
$16.76 - $20.95 $777,697 - $972,121
-46,402 Reduced 52.27%
42,378 $877,000
Q3 2023

Oct 04, 2023
BUY
$17.52 - $20.27 $649,186 - $751,084
37,054 Added 71.64%
88,780 $1.58 Million
Q2 2023

Jul 13, 2023
BUY
$18.34 - $19.64 $13,058 - $13,983
712 Added 1.4%
51,726 $1.01 Million
Q1 2023

May 11, 2023
BUY
$18.01 - $21.78 $355,895 - $430,394
19,761 Added 63.23%
51,014 $994,000
Q4 2022

Jan 17, 2023
BUY
$17.68 - $20.46 $23,638 - $27,355
1,337 Added 4.47%
31,253 $0
Q3 2022

Oct 14, 2022
BUY
$18.45 - $23.6 $91,936 - $117,598
4,983 Added 19.99%
29,916 $559,000
Q2 2022

Jul 11, 2022
BUY
$20.18 - $25.97 $7,083 - $9,115
351 Added 1.43%
24,933 $526,000
Q1 2022

Apr 18, 2022
BUY
$22.75 - $26.16 $406,815 - $467,793
17,882 Added 266.9%
24,582 $612,000
Q4 2021

Apr 12, 2022
BUY
$22.99 - $26.35 $154,033 - $176,545
6,700 New
6,700 $353,000

Others Institutions Holding SCHH

# of Institutions
531
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
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