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

Bdo Wealth Advisors, LLC

  • $867 Million
  • Q2 2023

A detailed history of Bdo Wealth Advisors, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Bdo Wealth Advisors, LLC holds 236 shares of SCHH stock, worth $5,055. This represents 0.0% of its overall portfolio holdings.

Number of Shares
236
Previous 204 15.69%
Holding current value
$5,055
Previous $3,000 33.33%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 01, 2023
BUY
$18.34 - $19.64 $586 - $628
32 Added 15.69%
236 $4,000
Q3 2022

Nov 02, 2022
SELL
$18.45 - $23.6 $553 - $708
-30 Reduced 12.82%
204 $4,000
Q1 2022

May 06, 2022
BUY
$22.75 - $26.16 $2,661 - $3,060
117 Added 100.0%
234 $6,000
Q3 2021

Nov 09, 2021
BUY
$22.84 - $24.92 $342 - $373
15 Added 14.71%
117 $5,000
Q1 2021

May 14, 2021
BUY
$18.25 - $20.79 $1,861 - $2,120
102 New
102 $4,000

Others Institutions Holding SCHH

# of Institutions
595
Shares Held
179M
Call Options Held
59.3K
Put Options Held
15.1K
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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