Capital Analysts, LLC Schwab Strategic U.S. Reit ETF Transaction History

Capital Analysts, LLC

$2.68 Billion
Q1 2025

A detailed history of Capital Analysts, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Capital Analysts, LLC holds 3,655 shares of SCHH stock, worth $76,681. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,655

Previous 3,660 0.14%

Holding current value

$76,681

Previous $77,000 2.6%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$20.2 - $22.24 $101 - $111	-5 Reduced 0.14%	3,655 $79,000
Q4 2024 Feb 14, 2025	BUY	$20.55 - $23.26 $13,275 - $15,025	646 Added 21.43%	3,660 $77,000
Q3 2024 Nov 13, 2024	BUY	$19.78 - $23.53 $6,586 - $7,835	333 Added 12.42%	3,014 $70,000
Q2 2024 Aug 14, 2024	BUY	$18.53 - $20.2 $33,724 - $36,764	1,820 Added 211.38%	2,681 $54,000
Q1 2024 May 14, 2024	BUY	$19.39 - $20.93 $15,996 - $17,267	825 Added 2291.67%	861 $17,000
Q3 2023 Nov 13, 2023	BUY	$17.52 - $20.27 $630 - $729	36 New	36 $1,000
Q1 2021 May 17, 2021	SELL	$18.25 - $20.79 $401 - $457	-22 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$17.04 - $19.33 $374 - $425	22 New	22 $1,000

Others Institutions Holding SCHH

# of Institutions

555

Shares Held

177M

Call Options Held

18.2K

Put Options Held

7.5K

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
Sector ETFs
Industry ETFs

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Capital Analysts, LLC Schwab Strategic U.S. Reit ETF Transaction History