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

Jfg Wealth Management, LLC

$364 Million
Q3 2024

A detailed history of Jfg Wealth Management, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Jfg Wealth Management, LLC holds 35,479 shares of SCHH stock, worth $806,792. This represents 0.23% of its overall portfolio holdings.

Number of Shares

35,479

Previous 35,479 -0.0%

Holding current value

$806,792

Previous $708,000 16.1%

% of portfolio

0.23%

Previous 0.2%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 01, 2024	SELL	$18.53 - $20.2 $495,547 - $540,208	-26,743 Reduced 42.98%	35,479 $708,000
Q1 2024 May 10, 2024	BUY	$19.39 - $20.93 $77 - $83	4 Added 0.01%	62,222 $1.26 Million
Q4 2023 Feb 06, 2024	BUY	$16.76 - $20.95 $1.04 Million - $1.3 Million	62,218 New	62,218 $1.29 Million
Q3 2022 Nov 10, 2022	BUY	$18.45 - $23.6 $2.29 Million - $2.93 Million	123,961 New	123,961 $2.32 Million
Q4 2020 Feb 03, 2021	SELL	$17.04 - $19.33 $715 - $811	-42 Closed	0 $0
Q3 2020 Nov 03, 2020	BUY	$16.99 - $18.73 $713 - $786	42 New	42 $0
Q1 2019 May 14, 2019	SELL	N/A	-14,173 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	N/A	14,173 New	14,173 $545,000

Others Institutions Holding SCHH

# of Institutions

531

Shares Held

175M

Call Options Held

22.2K

Put Options Held

84.6K

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
Sector ETFs
Industry ETFs

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