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

Marotta Asset Management

  • $468 Million
  • Q1 2025

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 9,822 shares of SCHH stock, worth $206,556. This represents 0.04% of its overall portfolio holdings.

Number of Shares
9,822
Holding current value
$206,556
% of portfolio
0.04%

Shares

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

Apr 02, 2025
BUY
$20.2 - $22.24 $198,404 - $218,441
9,822 New
9,822 $209,000
Q3 2024

Oct 03, 2024
SELL
$19.78 - $23.53 $146,530 - $174,310
-7,408 Reduced 42.99%
9,822 $227,000
Q2 2024

Jul 17, 2024
SELL
$18.53 - $20.2 $4,780 - $5,211
-258 Reduced 1.48%
17,230 $344,000
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
$17.68 - $20.46 $10,059 - $11,641
-569 Reduced 2.24%
24,876 $0
Q3 2022

Oct 11, 2022
SELL
$18.45 - $23.6 $49,667 - $63,531
-2,692 Reduced 9.57%
25,445 $0
Q2 2022

Jul 21, 2022
SELL
$20.18 - $25.97 $55,474 - $71,391
-2,749 Reduced 8.9%
28,137 $0
Q1 2022

Apr 08, 2022
BUY
$22.75 - $26.16 $343,729 - $395,251
15,109 Added 95.77%
30,886 $0
Q4 2021

Jan 13, 2022
SELL
$22.99 - $26.35 $44,416 - $50,908
-1,932 Reduced 10.91%
15,777 $0
Q3 2021

Oct 21, 2021
SELL
$22.84 - $24.92 $17,472 - $19,063
-765 Reduced 4.14%
17,709 $0
Q2 2021

Jul 09, 2021
SELL
$20.92 - $23.68 $222,965 - $252,381
-10,658 Reduced 36.59%
18,474 $0
Q1 2021

Apr 09, 2021
SELL
$18.25 - $20.79 $400,478 - $456,215
-21,944 Reduced 42.96%
29,132 $0
Q4 2020

Jan 07, 2021
SELL
$17.04 - $19.33 $358,623 - $406,819
-21,046 Reduced 29.18%
51,076 $0
Q3 2020

Oct 06, 2020
BUY
$16.99 - $18.73 $235,277 - $259,373
13,848 Added 23.76%
72,122 $0
Q2 2020

Jul 06, 2020
BUY
$14.77 - $20.35 $341,526 - $470,553
23,123 Added 65.78%
58,274 $0
Q1 2020

Apr 02, 2020
SELL
$13.54 - $24.27 $6,715 - $12,037
-496 Reduced 1.39%
35,151 $0
Q4 2019

Feb 04, 2020
BUY
$22.24 - $24.07 $792,789 - $858,023
35,647 New
35,647 $0

Others Institutions Holding SCHH

# of Institutions
557
Shares Held
177M
Call Options Held
20.1K
Put Options Held
81.7K
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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