Beacon Pointe Advisors, LLC Schwab Strategic U.S. Reit ETF Transaction History

Beacon Pointe Advisors, LLC

  • $8.89 Billion
  • Q1 2024

A detailed history of Beacon Pointe Advisors, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 26,314 shares of SCHH stock, worth $522,332. This represents 0.01% of its overall portfolio holdings.

Number of Shares
26,314
Previous 25,768 2.12%
Holding current value
$522,332
Previous $533,000 0.19%
% of portfolio
0.01%
Previous 0.01%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
BUY
$19.39 - $20.93 $10,586 - $11,427
546 Added 2.12%
26,314 $534,000
Q4 2023

Feb 08, 2024
BUY
$16.76 - $20.95 $21,234 - $26,543
1,267 Added 5.17%
25,768 $533,000
Q3 2023

Nov 14, 2023
BUY
$17.52 - $20.27 $13,350 - $15,445
762 Added 3.21%
24,501 $434,000
Q2 2023

Aug 11, 2023
BUY
$18.34 - $19.64 $7,354 - $7,875
401 Added 1.72%
23,739 $463,000
Q1 2023

May 12, 2023
BUY
$18.01 - $21.78 $43,350 - $52,424
2,407 Added 11.5%
23,338 $455,000
Q4 2022

Feb 14, 2023
BUY
$18.86 - $20.46 $149,616 - $162,309
7,933 Added 61.03%
20,931 $403,000
Q3 2022

Nov 09, 2022
SELL
N/A
-968 Reduced 6.93%
12,998 $244,000
Q2 2022

Aug 11, 2022
SELL
N/A
-3,490 Reduced 19.99%
13,966 $295,000
Q1 2022

May 17, 2022
BUY
N/A
10,319 Added 144.58%
17,456 $434,000
Q4 2021

Feb 14, 2022
BUY
N/A
1,754 Added 32.58%
7,137 $376,000
Q3 2021

Nov 15, 2021
BUY
N/A
443 Added 8.97%
5,383 $246,000
Q2 2021

Aug 17, 2021
BUY
N/A
4,940 New
4,940 $226,000
Q1 2020

May 15, 2020
SELL
N/A
-6,944 Closed
0 $0
Q4 2019

Feb 14, 2020
BUY
N/A
6,944 New
6,944 $319,000
Q3 2019

Nov 14, 2019
SELL
N/A
-5,574 Closed
0 $0
Q2 2019

Aug 14, 2019
BUY
N/A
5,574 New
5,574 $248,000

Others Institutions Holding SCHH

# of Institutions
505
Shares Held
248M
Call Options Held
36K
Put Options Held
1.6K
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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