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

Legacy Capital Wealth Partners, LLC

  • $574 Million
  • Q3 2024

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 14,251 shares of SCHH stock, worth $324,067. This represents 0.06% of its overall portfolio holdings.

Number of Shares
14,251
Previous 14,031 1.57%
Holding current value
$324,067
Previous $280,000 17.86%
% of portfolio
0.06%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
531
Shares Held
175M
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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