M Wealth Management, LLC Schwab Strategic U.S. Reit ETF Transaction History

M Wealth Management, LLC

  • $107 Billion
  • Q1 2025

A detailed history of M Wealth Management, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, M Wealth Management, LLC holds 30,734 shares of SCHH stock, worth $654,326. This represents 0.62% of its overall portfolio holdings.

Number of Shares
30,734
Previous 31,475 2.35%
Holding current value
$654,326
Previous $663 Million 0.27%
% of portfolio
0.62%
Previous 0.61%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
$20.2 - $22.24 $14,968 - $16,479
-741 Reduced 2.35%
30,734 $661 Million
Q4 2024

Jan 23, 2025
BUY
$20.55 - $23.26 $646,811 - $732,108
31,475 New
31,475 $663 Million

Others Institutions Holding SCHH

# of Institutions
555
Shares Held
177M
Call Options Held
18.2K
Put Options Held
7.5K
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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