A detailed history of Jamison Private Wealth Management, Inc. transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Jamison Private Wealth Management, Inc. holds 832 shares of SCHH stock, worth $16,598. This represents 0.0% of its overall portfolio holdings.

Number of Shares
832
Previous 706 17.85%
Holding current value
$16,598
Previous $14.6 Million 15.6%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Apr 26, 2024

BUY
$19.39 - $20.93 $2,443 - $2,637
126 Added 17.85%
832 $16.9 Million
Q4 2023

Jan 17, 2024

BUY
$16.76 - $20.95 $3,100 - $3,875
185 Added 35.51%
706 $14.6 Million
Q3 2023

Jan 05, 2024

BUY
$17.52 - $20.27 $9,127 - $10,560
521 New
521 $9.26 Million

Others Institutions Holding SCHH

About SCHWAB STRATEGIC U.S. REIT ETF


  • Ticker SCHH
  • Sector ETFs
  • Industry ETFs
More about SCHH
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