Montag A & Associates Inc Schwab Strategic U.S. Reit ETF Transaction History

Montag A & Associates Inc

  • $2.09 Billion
  • Q3 2024

A detailed history of Montag A & Associates Inc transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Montag A & Associates Inc holds 2,102 shares of SCHH stock, worth $45,718. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,102
Previous 2,102 -0.0%
Holding current value
$45,718
Previous $41,000 17.07%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 07, 2024
SELL
$16.76 - $20.95 $71,112 - $88,890
-4,243 Reduced 66.87%
2,102 $43,000
Q1 2023

May 11, 2023
SELL
$18.01 - $21.78 $18,838 - $22,781
-1,046 Reduced 14.15%
6,345 $123,000
Q4 2022

Feb 02, 2023
SELL
$17.68 - $20.46 $268,417 - $310,623
-15,182 Reduced 67.26%
7,391 $142,000
Q3 2022

Nov 09, 2022
SELL
$18.45 - $23.6 $77,157 - $98,695
-4,182 Reduced 15.63%
22,573 $422,000
Q2 2022

Aug 10, 2022
BUY
$20.18 - $25.97 $36,707 - $47,239
1,819 Added 7.29%
26,755 $564,000
Q1 2022

May 02, 2022
BUY
$22.75 - $26.16 $528,664 - $607,906
23,238 Added 1368.55%
24,936 $621,000
Q3 2021

Nov 08, 2021
BUY
$22.84 - $24.92 $38,782 - $42,314
1,698 New
1,698 $78,000

Others Institutions Holding SCHH

# of Institutions
533
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 Montag A & Associates Inc Portfolio

Follow Montag A & Associates 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 Montag A & Associates Inc, based on Form 13F filings with the SEC.

News

Stay updated on Montag A & Associates Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email