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

Grey Fox Wealth Advisors, LLC

$284 Billion
Q2 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 26,809 shares of SCHH stock, worth $605,883. This represents 0.19% of its overall portfolio holdings.

Number of Shares

26,809

Previous 27,399 2.15%

Holding current value

$605,883

Previous $556 Million 2.83%

% of portfolio

0.19%

Previous 0.21%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

499

Shares Held

255M

Call Options Held

28.4K

Put Options Held

83.1K

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
Sector ETFs
Industry ETFs

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