A detailed history of Lee Financial CO transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Lee Financial CO holds 24,886 shares of SCHH stock, worth $521,112. This represents 0.08% of its overall portfolio holdings.

Number of Shares
24,886
Previous 26,109 4.68%
Holding current value
$521,112
Previous $521,000 10.56%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Nov 14, 2024

SELL
$19.78 - $23.53 $24,190 - $28,777
-1,223 Reduced 4.68%
24,886 $576,000
Q2 2024

Aug 14, 2024

SELL
$18.53 - $20.2 $61,056 - $66,559
-3,295 Reduced 11.21%
26,109 $521,000
Q1 2024

May 15, 2024

BUY
$19.39 - $20.93 $25,323 - $27,334
1,306 Added 4.65%
29,404 $596,000
Q4 2023

Feb 08, 2024

SELL
$16.76 - $20.95 $164,549 - $205,687
-9,818 Reduced 25.89%
28,098 $581,000
Q3 2023

Nov 09, 2023

BUY
$17.52 - $20.27 $22,110 - $25,580
1,262 Added 3.44%
37,916 $673,000
Q2 2023

Aug 08, 2023

SELL
$18.34 - $19.64 $440 - $471
-24 Reduced 0.07%
36,654 $715,000
Q1 2023

May 15, 2023

SELL
$18.01 - $21.78 $33,498 - $40,510
-1,860 Reduced 4.83%
36,678 $715,000
Q4 2022

Feb 09, 2023

BUY
$17.68 - $20.46 $578,843 - $669,860
32,740 Added 564.68%
38,538 $743,000
Q3 2022

Nov 01, 2022

BUY
$18.45 - $23.6 $46,346 - $59,283
2,512 Added 76.45%
5,798 $108,000
Q2 2022

Aug 10, 2022

BUY
$20.18 - $25.97 $4,843 - $6,232
240 Added 7.88%
3,286 $69,000
Q1 2022

May 11, 2022

BUY
$22.75 - $26.16 $30,803 - $35,420
1,354 Added 80.02%
3,046 $76,000
Q4 2021

Feb 08, 2022

BUY
$22.99 - $26.35 $15,771 - $18,076
686 Added 68.19%
1,692 $89,000
Q3 2021

Nov 12, 2021

BUY
$22.84 - $24.92 $22 - $24
1 Added 0.1%
1,006 $0
Q2 2021

Aug 04, 2021

BUY
$20.92 - $23.68 $2,071 - $2,344
99 Added 10.93%
1,005 $46,000
Q1 2021

May 13, 2021

BUY
$18.25 - $20.79 $1,204 - $1,372
66 Added 7.86%
906 $37,000
Q4 2020

Feb 12, 2021

SELL
$17.04 - $19.33 $2,232 - $2,532
-131 Reduced 13.49%
840 $32,000
Q3 2020

Nov 03, 2020

SELL
$16.99 - $18.73 $97,913 - $107,940
-5,763 Reduced 85.58%
971 $34,000
Q2 2020

Aug 11, 2020

BUY
$14.77 - $20.35 $49,110 - $67,663
3,325 Added 97.54%
6,734 $237,000
Q1 2020

May 07, 2020

SELL
$13.54 - $24.27 $1,638 - $2,936
-121 Reduced 3.43%
3,409 $112,000
Q4 2019

Feb 14, 2020

SELL
$22.24 - $24.07 $2,557 - $2,768
-115 Reduced 3.16%
3,530 $162,000
Q3 2019

Nov 08, 2019

SELL
$23.18 - $23.61 $1,274 - $1,298
-55 Reduced 1.49%
3,645 $172,000
Q1 2019

Apr 30, 2019

SELL
N/A
-67 Reduced 1.78%
3,700 $164,000
Q4 2018

Feb 11, 2019

SELL
N/A
-1,100 Reduced 22.6%
3,767 $145,000
Q3 2018

Nov 07, 2018

SELL
N/A
-393 Reduced 7.47%
4,867 $203,000
Q2 2018

Aug 14, 2018

SELL
N/A
-3,294 Reduced 38.51%
5,260 $220,000
Q1 2018

May 09, 2018

SELL
N/A
-7,896 Reduced 48.0%
8,554 $327,000
Q4 2017

Feb 09, 2018

SELL
N/A
-485 Reduced 2.86%
16,450 $685,000
Q3 2017

Nov 07, 2017

BUY
N/A
16,935
16,935 $697,000

Others Institutions Holding SCHH

About SCHWAB STRATEGIC U.S. REIT ETF


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