Lutz Financial Services LLC Schwab Strategic U.S. Reit ETF Transaction History

Lutz Financial Services LLC

  • $1.14 Billion
  • Q1 2024

A detailed history of Lutz Financial Services LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Lutz Financial Services LLC holds 21,700 shares of SCHH stock, worth $432,915. This represents 0.04% of its overall portfolio holdings.

Number of Shares
21,700
Previous 22,768 4.69%
Holding current value
$432,915
Previous $471,000 6.58%
% of portfolio
0.04%
Previous 0.04%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024
SELL
$19.39 - $20.93 $20,708 - $22,353
-1,068 Reduced 4.69%
21,700 $440,000
Q4 2023

Feb 07, 2024
BUY
$16.76 - $20.95 $86,649 - $108,311
5,170 Added 29.38%
22,768 $471,000
Q3 2023

Nov 03, 2023
SELL
$17.52 - $20.27 $58,902 - $68,147
-3,362 Reduced 16.04%
17,598 $312,000
Q2 2023

Aug 07, 2023
SELL
$18.34 - $19.64 $51,498 - $55,149
-2,808 Reduced 11.81%
20,960 $409,000
Q1 2023

May 01, 2023
SELL
$18.01 - $21.78 $208,879 - $252,604
-11,598 Reduced 32.79%
23,768 $463,000
Q4 2022

Feb 06, 2023
SELL
$18.86 - $20.46 $67,217 - $72,919
-3,564 Reduced 9.15%
35,366 $682,000
Q3 2022

Oct 21, 2022
SELL
N/A
-124 Reduced 0.32%
38,930 $728,000
Q2 2022

Jul 20, 2022
SELL
N/A
-27,174 Reduced 41.03%
39,054 $824,000
Q1 2022

Apr 25, 2022
BUY
N/A
33,001 Added 99.32%
66,228 $1.65 Million
Q4 2021

Jan 19, 2022
SELL
N/A
-4,838 Reduced 12.71%
33,227 $1.75 Million
Q3 2021

Oct 27, 2021
SELL
N/A
-6,376 Reduced 14.35%
38,065 $1.74 Million
Q2 2021

Jul 26, 2021
SELL
N/A
-6,756 Reduced 13.2%
44,441 $2.04 Million
Q1 2021

Apr 27, 2021
BUY
N/A
1,540 Added 3.1%
51,197 $2.1 Million
Q4 2020

Feb 12, 2021
BUY
N/A
65 Added 0.13%
49,657 $1.89 Million
Q3 2020

Nov 05, 2020
SELL
N/A
-121 Reduced 0.24%
49,592 $1.75 Million
Q2 2020

Jul 28, 2020
BUY
N/A
8,226 Added 19.83%
49,713 $1.75 Million
Q1 2020

Apr 27, 2020
BUY
N/A
41,487 New
41,487 $1.36 Million

Others Institutions Holding SCHH

# of Institutions
504
Shares Held
248M
Call Options Held
36K
Put Options Held
1.6K
View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

SCHH Quotes by TradingView
  • Ticker SCHH
  • Sector ETFs
  • Industry ETFs
More about SCHH
Track This Portfolio

Track Lutz Financial Services LLC Portfolio

Follow Lutz Financial Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lutz Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lutz Financial Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email