Independent Solutions Wealth Management, LLC Schwab Strategic U.S. Reit ETF Transaction History

Independent Solutions Wealth Management, LLC

  • $442 Billion
  • Q3 2024

A detailed history of Independent Solutions Wealth Management, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Independent Solutions Wealth Management, LLC holds 82,058 shares of SCHH stock, worth $1.7 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
82,058
Previous 81,331 0.89%
Holding current value
$1.7 Million
Previous $1.62 Billion 17.06%
% of portfolio
0.43%
Previous 0.37%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Dec 19, 2024
BUY
$19.78 - $23.53 $14,380 - $17,106
727 Added 0.89%
82,058 $1.9 Billion
Q2 2024

Dec 19, 2024
SELL
$18.53 - $20.2 $68,449 - $74,618
-3,694 Reduced 4.34%
81,331 $1.62 Billion
Q1 2024

Dec 19, 2024
BUY
$19.39 - $20.93 $31,450 - $33,948
1,622 Added 1.94%
85,025 $1.73 Billion
Q4 2023

Dec 19, 2024
BUY
$16.76 - $20.95 $60,553 - $75,692
3,613 Added 4.53%
83,403 $1.73 Billion
Q3 2023

Dec 19, 2024
BUY
$17.52 - $20.27 $294,616 - $340,860
16,816 Added 26.7%
79,790 $1.42 Billion
Q2 2023

Dec 19, 2024
BUY
$18.34 - $19.64 $70,187 - $75,162
3,827 Added 6.47%
62,974 $1.23 Billion
Q1 2023

Dec 19, 2024
BUY
$18.01 - $21.78 $79,244 - $95,832
4,400 Added 8.04%
59,147 $1.15 Billion
Q4 2022

Dec 19, 2024
BUY
$17.68 - $20.46 $563,709 - $652,346
31,884 Added 139.46%
54,747 $1.06 Billion
Q3 2022

Dec 19, 2024
BUY
$18.45 - $23.6 $30,221 - $38,656
1,638 Added 7.72%
22,863 $427 Million
Q2 2022

Dec 19, 2024
BUY
$20.18 - $25.97 $428,320 - $551,213
21,225 New
21,225 $448 Million
Q4 2019

Dec 13, 2024
BUY
$22.24 - $24.07 $97,010 - $104,993
4,362 New
4,362 $200 Million

Others Institutions Holding SCHH

# of Institutions
530
Shares Held
175M
Call Options Held
22.2K
Put Options Held
84.6K
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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