A detailed history of Capital Directions Investment Advisors, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Capital Directions Investment Advisors, LLC holds 1,582 shares of SCHH stock, worth $36,560. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,582
Previous 0 Infinity%
Holding current value
$36,560
Previous $30,000 -0.0%
% of portfolio
0.01%
Previous 0.01%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 01, 2023

BUY
$17.68 - $20.46 $27,969 - $32,367
1,582 New
1,582 $30,000
Q3 2022

Nov 02, 2022

SELL
$18.45 - $23.6 $29,187 - $37,335
-1,582 Closed
0 $30,000
Q1 2022

May 16, 2022

BUY
$22.75 - $26.16 $35,990 - $41,385
1,582 New
1,582 $39,000
Q4 2021

Feb 22, 2022

SELL
$22.99 - $26.35 $18,185 - $20,842
-791 Closed
0 $0
Q2 2021

Aug 13, 2021

BUY
$20.92 - $23.68 $16,547 - $18,730
791 New
791 $36,000
Q1 2021

May 17, 2021

SELL
$18.25 - $20.79 $14,435 - $16,444
-791 Closed
0 $0
Q2 2020

Aug 13, 2020

SELL
$14.77 - $20.35 $1,152 - $1,587
-78 Reduced 8.98%
791 $28,000
Q3 2019

Nov 14, 2019

SELL
$23.18 - $23.61 $4,218 - $4,297
-182 Reduced 17.32%
869 $41,000
Q3 2018

Nov 14, 2018

BUY
N/A
225 Added 27.24%
1,051 $44,000
Q2 2018

Aug 14, 2018

SELL
N/A
-938 Reduced 53.17%
826 $35,000
Q1 2018

May 10, 2018

BUY
N/A
2 Added 0.11%
1,764 $67,000
Q4 2017

Feb 15, 2018

BUY
N/A
1 Added 0.06%
1,762 $73,000
Q3 2017

Nov 14, 2017

BUY
N/A
710 Added 67.55%
1,761 $72,000
Q2 2017

Aug 15, 2017

BUY
N/A
1,051
1,051 $43,000

Others Institutions Holding SCHH

About SCHWAB STRATEGIC U.S. REIT ETF


  • Ticker SCHH
  • Sector ETFs
  • Industry ETFs
More about SCHH
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