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

Aletheian Wealth Advisors LLC

$177 Million
Q1 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 42,166 shares of SCHH stock, worth $841,211. This represents 0.48% of its overall portfolio holdings.

Number of Shares

42,166

Previous 42,378 0.5%

Holding current value

$841,211

Previous $877,000 2.51%

% of portfolio

0.48%

Previous 0.6%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$18.86 - $20.46 $25,215 - $27,355	1,337 Added 4.47%	31,253 $0
Q3 2022 Oct 14, 2022	BUY	N/A	4,983 Added 19.99%	29,916 $559,000
Q2 2022 Jul 11, 2022	BUY	N/A	351 Added 1.43%	24,933 $526,000
Q1 2022 Apr 18, 2022	BUY	N/A	17,882 Added 266.9%	24,582 $612,000
Q4 2021 Apr 12, 2022	BUY	N/A	6,700 New	6,700 $353,000

Others Institutions Holding SCHH

# of Institutions

504

Shares Held

248M

Call Options Held

36K

Put Options Held

1.6K

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
Sector ETFs
Industry ETFs

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