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

Cypress Point Wealth Management, LLC

  • $274 Million
  • Q1 2025

A detailed history of Cypress Point Wealth Management, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Cypress Point Wealth Management, LLC holds 166,734 shares of SCHH stock, worth $3.55 Million. This represents 1.3% of its overall portfolio holdings.

Number of Shares
166,734
Previous 157,276 6.01%
Holding current value
$3.55 Million
Previous $3.31 Million 7.22%
% of portfolio
1.3%
Previous 1.15%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
BUY
$20.2 - $22.24 $191,051 - $210,345
9,458 Added 6.01%
166,734 $3.55 Million
Q4 2024

Jan 21, 2025
BUY
$20.55 - $23.26 $446,366 - $505,230
21,721 Added 16.02%
157,276 $3.31 Million
Q3 2024

Nov 01, 2024
BUY
$19.78 - $23.53 $97,456 - $115,932
4,927 Added 3.77%
135,555 $3.14 Million
Q2 2024

Jul 26, 2024
BUY
$18.53 - $20.2 $40,617 - $44,278
2,192 Added 1.71%
130,628 $2.61 Million
Q1 2024

May 07, 2024
BUY
$19.39 - $20.93 $64,820 - $69,968
3,343 Added 2.67%
128,436 $2.61 Million
Q4 2023

Jan 17, 2024
SELL
$16.76 - $20.95 $378,440 - $473,051
-22,580 Reduced 15.29%
125,093 $2.59 Million
Q3 2023

Oct 31, 2023
SELL
$17.52 - $20.27 $441,486 - $510,783
-25,199 Reduced 14.58%
147,673 $2.62 Million
Q2 2023

Jul 20, 2023
SELL
$18.34 - $19.64 $65,088 - $69,702
-3,549 Reduced 2.01%
172,872 $3.38 Million
Q1 2023

May 08, 2023
BUY
$18.01 - $21.78 $218,047 - $263,690
12,107 Added 7.37%
176,421 $3.44 Million
Q4 2022

Feb 01, 2023
SELL
$17.68 - $20.46 $195,063 - $225,735
-11,033 Reduced 6.29%
164,314 $3.17 Million
Q3 2022

Oct 31, 2022
SELL
$18.45 - $23.6 $46,180 - $59,070
-2,503 Reduced 1.41%
175,347 $3.28 Million
Q2 2022

Aug 08, 2022
BUY
$20.18 - $25.97 $183,476 - $236,119
9,092 Added 5.39%
177,850 $3.75 Million
Q1 2022

Apr 29, 2022
BUY
$22.75 - $26.16 $2.05 Million - $2.35 Million
89,902 Added 114.01%
168,758 $4.2 Million
Q4 2021

Jan 27, 2022
BUY
$22.99 - $26.35 $53,474 - $61,290
2,326 Added 3.04%
78,856 $4.16 Million
Q3 2021

Nov 05, 2021
BUY
$22.84 - $24.92 $107,850 - $117,672
4,722 Added 6.58%
76,530 $3.5 Million
Q2 2021

Aug 04, 2021
BUY
$20.92 - $23.68 $37,781 - $42,766
1,806 Added 2.58%
71,808 $3.29 Million
Q1 2021

May 07, 2021
BUY
$18.25 - $20.79 $135,743 - $154,636
7,438 Added 11.89%
70,002 $2.88 Million
Q4 2020

Feb 05, 2021
BUY
$17.04 - $19.33 $1.07 Million - $1.21 Million
62,564 New
62,564 $2.38 Million

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

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