A detailed history of Carter Financial Group, Inc. transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Carter Financial Group, Inc. holds 69,364 shares of SCHH stock, worth $1.48 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares
69,364
Previous 37,556 84.69%
Holding current value
$1.48 Million
Previous $935,000 156877.54%
% of portfolio
0.96%
Previous 1.25%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 22, 2025

BUY
$18.94 - $21.67 $602,443 - $689,279
31,808 Added 84.69%
69,364 $1.47 Billion
Q1 2022

May 03, 2022

BUY
$22.75 - $26.16 $854,399 - $982,464
37,556 New
37,556 $935,000

Others Institutions Holding SCHH

About SCHWAB STRATEGIC U.S. REIT ETF


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