Ep Wealth Advisors, LLC Schwab Strategic U.S. Reit ETF Transaction History

Ep Wealth Advisors, LLC

  • $9.28 Billion
  • Q2 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 6,725 shares of SCHH stock, worth $154,742. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,725
Previous 7,177 6.3%
Holding current value
$154,742
Previous $145,000 7.59%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 19, 2024
SELL
$18.53 - $20.2 $8,375 - $9,130
-452 Reduced 6.3%
6,725 $134,000
Q1 2024

May 14, 2024
BUY
$19.39 - $20.93 $139,162 - $150,214
7,177 New
7,177 $145,000
Q1 2023

Jun 05, 2023
BUY
$18.01 - $21.78 $1.33 Million - $1.61 Million
74,090 New
74,090 $1.44 Million
Q2 2022

Aug 11, 2022
SELL
$20.18 - $25.97 $29,482 - $37,942
-1,461 Reduced 15.66%
7,866 $166,000
Q1 2022

May 20, 2022
BUY
$22.75 - $26.16 $212,189 - $243,994
9,327 New
9,327 $232,000

Others Institutions Holding SCHH

# of Institutions
500
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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