Kovitz Investment Group Partners, LLC Schwab Strategic U.S. Reit ETF Transaction History

Kovitz Investment Group Partners, LLC

  • $15 Billion
  • Q3 2024

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 $264,564. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,334
Previous 12,696 2.85%
Holding current value
$264,564
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

# of Institutions
532
Shares Held
176M
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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