A detailed history of Kovitz Investment Group Partners, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 12,334 shares of SCHH stock, worth $257,657. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,334
Previous 12,696 2.85%
Holding current value
$257,657
Previous $253,000 12.65%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024

SELL
$19.78 - $23.53 $7,160 - $8,517
-362 Reduced 2.85%
12,334 $285,000
Q2 2024

Aug 14, 2024

BUY
$18.53 - $20.2 $74 - $80
4 Added 0.03%
12,696 $253,000
Q1 2024

May 14, 2024

BUY
$19.39 - $20.93 $246,097 - $265,643
12,692 New
12,692 $257,000
Q2 2022

Aug 02, 2022

SELL
$20.18 - $25.97 $163,942 - $210,980
-8,124 Closed
0 $0
Q1 2022

Apr 22, 2022

BUY
$22.75 - $26.16 $184,821 - $212,523
8,124 New
8,124 $202,000

Others Institutions Holding SCHH

About SCHWAB STRATEGIC U.S. REIT ETF


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