Marotta Asset Management Schwab Strategic U.S. Reit ETF Transaction History

Marotta Asset Management

  • $483 Million
  • Q1 2024

A detailed history of Marotta Asset Management transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Marotta Asset Management holds 17,488 shares of SCHH stock, worth $347,136. This represents 0.07% of its overall portfolio holdings.

Number of Shares
17,488
Previous 17,950 2.57%
Holding current value
$347,136
Previous $371,000 4.31%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Apr 02, 2024
SELL
$19.39 - $20.93 $8,958 - $9,669
-462 Reduced 2.57%
17,488 $355,000
Q4 2023

Jan 03, 2024
SELL
$16.76 - $20.95 $56,565 - $70,706
-3,375 Reduced 15.83%
17,950 $371,000
Q3 2023

Oct 11, 2023
SELL
$17.52 - $20.27 $16,906 - $19,560
-965 Reduced 4.33%
21,325 $378,000
Q2 2023

Jul 05, 2023
SELL
$18.34 - $19.64 $47,427 - $50,789
-2,586 Reduced 10.4%
22,290 $435,000
Q4 2022

Jan 03, 2023
SELL
$18.86 - $20.46 $10,731 - $11,641
-569 Reduced 2.24%
24,876 $0
Q3 2022

Oct 11, 2022
SELL
N/A
-2,692 Reduced 9.57%
25,445 $0
Q2 2022

Jul 21, 2022
SELL
N/A
-2,749 Reduced 8.9%
28,137 $0
Q1 2022

Apr 08, 2022
BUY
N/A
15,109 Added 95.77%
30,886 $0
Q4 2021

Jan 13, 2022
SELL
N/A
-1,932 Reduced 10.91%
15,777 $0
Q3 2021

Oct 21, 2021
SELL
N/A
-765 Reduced 4.14%
17,709 $0
Q2 2021

Jul 09, 2021
SELL
N/A
-10,658 Reduced 36.59%
18,474 $0
Q1 2021

Apr 09, 2021
SELL
N/A
-21,944 Reduced 42.96%
29,132 $0
Q4 2020

Jan 07, 2021
SELL
N/A
-21,046 Reduced 29.18%
51,076 $0
Q3 2020

Oct 06, 2020
BUY
N/A
13,848 Added 23.76%
72,122 $0
Q2 2020

Jul 06, 2020
BUY
N/A
23,123 Added 65.78%
58,274 $0
Q1 2020

Apr 02, 2020
SELL
N/A
-496 Reduced 1.39%
35,151 $0
Q4 2019

Feb 04, 2020
BUY
N/A
35,647 New
35,647 $0

Others Institutions Holding SCHH

# of Institutions
505
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
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More about SCHH
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