Curi Wealth Management, LLC Schwab Strategic U.S. Reit ETF Transaction History

Curi Wealth Management, LLC

  • $0
  • Q1 2024

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 03, 2023
BUY
$18.01 - $21.78 $470,997 - $569,590
26,152 Added 33.54%
104,113 $2.03 Million
Q4 2022

Feb 03, 2023
SELL
$17.68 - $20.46 $280,687 - $324,822
-15,876 Reduced 16.92%
77,961 $1.5 Million
Q3 2022

Nov 08, 2022
BUY
$18.45 - $23.6 $57,195 - $73,160
3,100 Added 3.42%
93,837 $1.75 Million
Q2 2022

Aug 08, 2022
BUY
$20.18 - $25.97 $194,232 - $249,961
9,625 Added 11.87%
90,737 $1.91 Million
Q1 2022

May 06, 2022
BUY
$22.75 - $26.16 $767,221 - $882,219
33,724 Added 71.17%
81,112 $2.02 Million
Q4 2021

Feb 09, 2022
BUY
$22.99 - $26.35 $110,880 - $127,086
4,823 Added 11.33%
47,388 $2.5 Million
Q3 2021

Oct 19, 2021
BUY
$22.84 - $24.92 $82,612 - $90,135
3,617 Added 9.29%
42,565 $1.94 Million
Q2 2021

Jul 23, 2021
BUY
$20.92 - $23.68 $95,395 - $107,980
4,560 Added 13.26%
38,948 $1.78 Million
Q1 2021

Apr 29, 2021
BUY
$18.25 - $20.79 $144,905 - $165,072
7,940 Added 30.02%
34,388 $1.41 Million
Q4 2020

Mar 19, 2021
BUY
$17.04 - $19.33 $450,673 - $511,239
26,448 New
26,448 $1 Million

Others Institutions Holding SCHH

# of Institutions
499
Shares Held
255M
Call Options Held
28.4K
Put Options Held
83.1K
View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

SCHH Quotes by TradingView
  • Ticker SCHH
  • Sector ETFs
  • Industry ETFs
More about SCHH
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