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 76,815 shares of SCHH stock, worth $1.63 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares
76,815
Previous 69,364 10.74%
Holding current value
$1.63 Million
Previous $1.47 Billion 12.89%
% of portfolio
1.0%
Previous 0.96%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

BUY
$20.76 - $21.78 $154,682 - $162,282
7,451 Added 10.74%
76,815 $1.66 Billion
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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