Bigelow Investment Advisors, LLC Schwab Strategic U.S. Reit ETF Transaction History

Bigelow Investment Advisors, LLC

  • $223 Million
  • Q3 2024

A detailed history of Bigelow Investment Advisors, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Bigelow Investment Advisors, LLC holds 33,842 shares of SCHH stock, worth $741,816. This represents 0.35% of its overall portfolio holdings.

Number of Shares
33,842
Previous 28,358 19.34%
Holding current value
$741,816
Previous $566,000 38.52%
% of portfolio
0.35%
Previous 0.27%

Shares

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

Oct 18, 2024
BUY
$19.78 - $23.53 $108,473 - $129,038
5,484 Added 19.34%
33,842 $784,000
Q2 2024

Aug 08, 2024
BUY
$18.53 - $20.2 $78,029 - $85,062
4,211 Added 17.44%
28,358 $566,000
Q1 2024

May 08, 2024
BUY
$19.39 - $20.93 $163,457 - $176,439
8,430 Added 53.64%
24,147 $490,000
Q4 2023

Jan 31, 2024
SELL
$16.76 - $20.95 $13,072 - $16,341
-780 Reduced 4.73%
15,717 $325,000
Q3 2023

Oct 31, 2023
BUY
$17.52 - $20.27 $62,160 - $71,917
3,548 Added 27.4%
16,497 $292,000
Q2 2023

Jul 25, 2023
BUY
$18.34 - $19.64 $8,674 - $9,289
473 Added 3.79%
12,949 $252,000
Q1 2023

May 09, 2023
SELL
$18.01 - $21.78 $1,332 - $1,611
-74 Reduced 0.59%
12,476 $243,000
Q4 2022

Jan 26, 2023
BUY
$17.68 - $20.46 $14,904 - $17,247
843 Added 7.2%
12,550 $0
Q3 2022

Nov 10, 2022
BUY
$18.45 - $23.6 $27,121 - $34,692
1,470 Added 14.36%
11,707 $219,000
Q2 2022

Jul 18, 2022
SELL
$20.18 - $25.97 $504 - $649
-25 Reduced 0.24%
10,237 $216,000
Q1 2022

Apr 29, 2022
BUY
$22.75 - $26.16 $145,076 - $166,822
6,377 Added 164.14%
10,262 $255,000
Q4 2021

Feb 11, 2022
BUY
$22.99 - $26.35 $89,316 - $102,369
3,885 New
3,885 $205,000
Q1 2020

May 05, 2020
SELL
$13.54 - $24.27 $164,064 - $294,079
-12,117 Closed
0 $0
Q4 2019

Jan 31, 2020
SELL
$22.24 - $24.07 $96,232 - $104,150
-4,327 Reduced 26.31%
12,117 $557,000
Q3 2019

Oct 22, 2019
BUY
$23.18 - $23.61 $112,121 - $114,201
4,837 Added 41.67%
16,444 $776,000
Q2 2019

Jul 17, 2019
SELL
N/A
-205 Reduced 1.74%
11,607 $516,000
Q1 2019

Apr 25, 2019
SELL
N/A
-160 Reduced 1.34%
11,812 $525,000
Q4 2018

Jan 29, 2019
SELL
N/A
-15 Reduced 0.13%
11,972 $461,000
Q3 2018

Nov 05, 2018
SELL
N/A
-165 Reduced 1.36%
11,987 $500,000
Q2 2018

Jul 19, 2018
SELL
N/A
-200 Reduced 1.62%
12,152 $508,000
Q1 2018

Apr 19, 2018
BUY
N/A
770 Added 6.65%
12,352 $472,000
Q4 2017

Feb 09, 2018
BUY
N/A
11,582
11,582 $482,000

Others Institutions Holding SCHH

# of Institutions
533
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
Track This Portfolio

Track Bigelow Investment Advisors, LLC Portfolio

Follow Bigelow Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bigelow Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bigelow Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email