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

Bestgate Wealth Advisors, LLC

  • $48.2 Billion
  • Q1 2025

A detailed history of Bestgate Wealth Advisors, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Bestgate Wealth Advisors, LLC holds 46,046 shares of SCHH stock, worth $968,347. This represents 2.05% of its overall portfolio holdings.

Number of Shares
46,046
Previous 53,402 13.77%
Holding current value
$968,347
Previous $1.12 Billion 11.93%
% of portfolio
2.05%
Previous 2.26%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
SELL
$20.2 - $22.24 $148,591 - $163,597
-7,356 Reduced 13.77%
46,046 $990 Million
Q4 2024

Feb 10, 2025
BUY
$20.55 - $23.26 $1.1 Million - $1.24 Million
53,402 New
53,402 $1.12 Billion

Others Institutions Holding SCHH

# of Institutions
556
Shares Held
177M
Call Options Held
18.2K
Put Options Held
7.5K
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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