Discipline Wealth Solutions, LLC Schwab Strategic U.S. Reit ETF Transaction History

Discipline Wealth Solutions, LLC

  • $246 Million
  • Q2 2025

A detailed history of Discipline Wealth Solutions, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 20,593 shares of SCHH stock, worth $444,396. This represents 0.18% of its overall portfolio holdings.

Number of Shares
20,593
Previous 20,439 0.75%
Holding current value
$444,396
Previous $439,000 0.91%
% of portfolio
0.18%
Previous 0.22%

Shares

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

Jul 07, 2025
BUY
$18.94 - $21.67 $2,916 - $3,337
154 Added 0.75%
20,593 $435,000
Q1 2025

Apr 29, 2025
BUY
$20.2 - $22.24 $1,898 - $2,090
94 Added 0.46%
20,439 $439,000
Q4 2024

Feb 26, 2025
BUY
$20.55 - $23.26 $418,089 - $473,224
20,345 New
20,345 $428,000

Others Institutions Holding SCHH

# of Institutions
557
Shares Held
179M
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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