New Edge Advisors, LLC Schwab Strategic U.S. Reit ETF Transaction History

New Edge Advisors, LLC

  • $11.2 Billion
  • Q1 2024

A detailed history of New Edge Advisors, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, New Edge Advisors, LLC holds 281 shares of SCHH stock, worth $5,605. This represents 0.0% of its overall portfolio holdings.

Number of Shares
281
Previous 2,939 90.44%
Holding current value
$5,605
Previous $60,000 91.67%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 14, 2024
SELL
$19.39 - $20.93 $51,538 - $55,631
-2,658 Reduced 90.44%
281 $5,000
Q4 2023

Feb 13, 2024
BUY
$16.76 - $20.95 $18,804 - $23,505
1,122 Added 61.75%
2,939 $60,000
Q3 2023

Nov 14, 2023
SELL
$17.52 - $20.27 $8,269 - $9,567
-472 Reduced 20.62%
1,817 $32,000
Q2 2023

Aug 14, 2023
SELL
$18.34 - $19.64 $14,360 - $15,378
-783 Reduced 25.49%
2,289 $44,000
Q1 2023

May 12, 2023
SELL
$18.01 - $21.78 $15,956 - $19,297
-886 Reduced 22.39%
3,072 $59,000
Q4 2022

Feb 14, 2023
BUY
$18.86 - $20.46 $74,647 - $80,980
3,958 New
3,958 $76,000

Others Institutions Holding SCHH

# of Institutions
504
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
  • Ticker SCHH
  • Sector ETFs
  • Industry ETFs
More about SCHH
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