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

Jfg Wealth Management, LLC

  • $373 Million
  • Q1 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 62,222 shares of SCHH stock, worth $1.24 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
62,222
Previous 62,218 0.01%
Holding current value
$1.24 Million
Previous $1.29 Million 1.94%
% of portfolio
0.34%
Previous 0.37%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
N/A
123,961 New
123,961 $2.32 Million
Q4 2020

Feb 03, 2021
SELL
N/A
-42 Closed
0 $0
Q3 2020

Nov 03, 2020
BUY
N/A
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
505
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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