Legacy Capital Wealth Partners, LLC Schwab Strategic U.S. Reit ETF Transaction History

Legacy Capital Wealth Partners, LLC

$437 Million
Q1 2025

A detailed history of Legacy Capital Wealth Partners, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 14,937 shares of SCHH stock, worth $318,158. This represents 0.07% of its overall portfolio holdings.

Number of Shares

14,937

Previous 14,413 3.64%

Holding current value

$318,158

Previous $303,000 5.94%

% of portfolio

0.07%

Previous 0.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$20.2 - $22.24 $10,584 - $11,653	524 Added 3.64%	14,937 $321,000
Q4 2024 Jan 30, 2025	BUY	$20.55 - $23.26 $3,329 - $3,768	162 Added 1.14%	14,413 $303,000
Q3 2024 Nov 04, 2024	BUY	$19.78 - $23.53 $4,351 - $5,176	220 Added 1.57%	14,251 $330,000
Q2 2024 Aug 01, 2024	BUY	$18.53 - $20.2 $259,994 - $283,426	14,031 New	14,031 $280,000
Q4 2023 Feb 05, 2024	BUY	$16.76 - $20.95 $2,664 - $3,331	159 Added 1.15%	13,955 $289,000
Q3 2023 Oct 16, 2023	BUY	$17.52 - $20.27 $241,705 - $279,644	13,796 New	13,796 $244,000
Q1 2023 May 10, 2023	BUY	$18.01 - $21.78 $244,125 - $295,227	13,555 New	13,555 $264,000

Others Institutions Holding SCHH

# of Institutions

556

Shares Held

177M

Call Options Held

18.2K

Put Options Held

7.5K

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
Sector ETFs
Industry ETFs

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Legacy Capital Wealth Partners, LLC Schwab Strategic U.S. Reit ETF Transaction History