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

Grey Fox Wealth Advisors, LLC

  • $375 Billion
  • Q1 2025

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 26,037 shares of SCHH stock, worth $547,558. This represents 0.15% of its overall portfolio holdings.

Number of Shares
26,037
Previous 26,552 1.94%
Holding current value
$547,558
Previous $559 Million 0.16%
% of portfolio
0.15%
Previous 0.15%

Shares

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

May 02, 2025
SELL
$20.2 - $22.24 $10,403 - $11,453
-515 Reduced 1.94%
26,037 $560 Million
Q4 2024

Feb 11, 2025
BUY
$20.55 - $23.26 $1,541 - $1,744
75 Added 0.28%
26,552 $559 Million
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
558
Shares Held
176M
Call Options Held
20.1K
Put Options Held
81.7K
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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