Heritage Financial Services, LLC Schwab Strategic U.S. Reit ETF Transaction History

Heritage Financial Services, LLC

  • $653 Million
  • Q1 2024

A detailed history of Heritage Financial Services, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Heritage Financial Services, LLC holds 19,083 shares of SCHH stock, worth $379,942. This represents 0.06% of its overall portfolio holdings.

Number of Shares
19,083
Previous 17,156 11.23%
Holding current value
$379,942
Previous $355,000 9.01%
% of portfolio
0.06%
Previous 0.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
BUY
$19.39 - $20.93 $37,364 - $40,332
1,927 Added 11.23%
19,083 $387,000
Q4 2023

Feb 02, 2024
BUY
$16.76 - $20.95 $287,534 - $359,418
17,156 New
17,156 $355,000

Others Institutions Holding SCHH

# of Institutions
503
Shares Held
248M
Call Options Held
36K
Put Options Held
1.6K
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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