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

Grey Fox Wealth Advisors, LLC

$359 Billion
Q3 2024

A detailed history of Grey Fox Wealth Advisors, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Grey Fox Wealth Advisors, LLC holds 26,477 shares of SCHH stock, worth $561,841. This represents 0.17% of its overall portfolio holdings.

Number of Shares

26,477

Previous 26,809 1.24%

Holding current value

$561,841

Previous $540 Million 13.51%

% of portfolio

0.17%

Previous 0.19%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	SELL	$19.78 - $23.53 $6,566 - $7,811	-332 Reduced 1.24%	26,477 $613 Million
Q2 2024 Jul 30, 2024	SELL	$18.53 - $20.2 $10,932 - $11,918	-590 Reduced 2.15%	26,809 $540 Million
Q1 2024 Apr 11, 2024	SELL	$19.39 - $20.93 $15,841 - $17,099	-817 Reduced 2.9%	27,399 $556 Million
Q4 2023 Jan 17, 2024	SELL	$16.76 - $20.95 $97,610 - $122,012	-5,824 Reduced 17.11%	28,216 $584 Million
Q3 2023 Oct 24, 2023	SELL	$17.52 - $20.27 $16,188 - $18,729	-924 Reduced 2.64%	34,040 $604 Million
Q2 2023 Aug 03, 2023	BUY	$18.34 - $19.64 $7,244 - $7,757	395 Added 1.14%	34,964 $683 Million
Q1 2023 May 09, 2023	BUY	$18.01 - $21.78 $422,460 - $510,893	23,457 Added 211.1%	34,569 $674 Million
Q4 2022 Feb 14, 2023	BUY	$17.68 - $20.46 $196,460 - $227,351	11,112 New	11,112 $214 Million

Others Institutions Holding SCHH

# of Institutions

531

Shares Held

175M

Call Options Held

22.2K

Put Options Held

84.6K

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
Sector ETFs
Industry ETFs

More about SCHH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Grey Fox Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Grey Fox Wealth Advisors, LLC with notifications on news.

Account

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