Mason Investment Advisory Services, Inc. Schwab Strategic U.S. Reit ETF Transaction History

Mason Investment Advisory Services, Inc.

  • $1.71 Trillion
  • Q3 2024

A detailed history of Mason Investment Advisory Services, Inc. transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Mason Investment Advisory Services, Inc. holds 11,165 shares of SCHH stock, worth $234,799. This represents 0.02% of its overall portfolio holdings.

Number of Shares
11,165
Previous 11,059 0.96%
Holding current value
$234,799
Previous $221 Million 17.13%
% of portfolio
0.02%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$19.78 - $23.53 $2,096 - $2,494
106 Added 0.96%
11,165 $259 Million
Q4 2023

Feb 13, 2024
BUY
$16.76 - $20.95 $185,348 - $231,686
11,059 New
11,059 $229 Million
Q1 2019

Aug 02, 2024
BUY
N/A
10,013 Added 90.54%
21,072 $936 Million

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
Track This Portfolio

Track Mason Investment Advisory Services, Inc. Portfolio

Follow Mason Investment Advisory Services, Inc. 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 Mason Investment Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Mason Investment Advisory Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email