Gyl Financial Synergies, LLC Schwab Strategic U.S. Reit ETF Transaction History

Gyl Financial Synergies, LLC

$1.26 Billion
Q1 2024

A detailed history of Gyl Financial Synergies, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Gyl Financial Synergies, LLC holds 110,646 shares of SCHH stock, worth $2.2 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

110,646

Previous 120,701 8.33%

Holding current value

$2.2 Million

Previous $2.5 Million 10.12%

% of portfolio

0.18%

Previous 0.21%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	SELL	$19.39 - $20.93 $194,966 - $210,451	-10,055 Reduced 8.33%	110,646 $2.25 Million
Q4 2023 Feb 09, 2024	BUY	$16.76 - $20.95 $267,338 - $334,173	15,951 Added 15.23%	120,701 $2.5 Million
Q3 2023 Nov 06, 2023	BUY	$17.52 - $20.27 $818,937 - $947,480	46,743 Added 80.58%	104,750 $1.86 Million
Q2 2023 Aug 14, 2023	SELL	$18.34 - $19.64 $178,870 - $191,548	-9,753 Reduced 14.39%	58,007 $1.13 Million
Q1 2023 May 15, 2023	SELL	$18.01 - $21.78 $5.37 Million - $6.5 Million	-298,287 Reduced 81.49%	67,760 $1.32 Million

Q4 2022 Feb 06, 2023	BUY	$18.86 - $20.46 $6.44 Million - $6.99 Million	341,677 Added 1402.04%	366,047 $7.06 Million
Q3 2022 Nov 01, 2022	BUY	N/A	12,129 Added 99.09%	24,370 $455,000
Q2 2022 Aug 01, 2022	BUY	N/A	12,241 New	12,241 $258,000

Others Institutions Holding SCHH

# of Institutions

505

Shares Held

248M

Call Options Held

36K

Put Options Held

1.6K

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
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Gyl Financial Synergies, LLC Schwab Strategic U.S. Reit ETF Transaction History