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

New Edge Advisors, LLC

$18.3 Billion
Q2 2025

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 1,341 shares of SCHH stock, worth $27,959. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,341

Previous 1,324 1.28%

Holding current value

$27,959

Previous $28,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$18.94 - $21.67 $321 - $368	17 Added 1.28%	1,341 $28,000
Q1 2025 May 15, 2025	BUY	$20.2 - $22.24 $20,280 - $22,328	1,004 Added 313.75%	1,324 $28,000
Q4 2024 Feb 13, 2025	SELL	$20.55 - $23.26 $3,061 - $3,465	-149 Reduced 31.77%	320 $6,000
Q3 2024 Nov 14, 2024	BUY	$19.78 - $23.53 $3,164 - $3,764	160 Added 51.78%	469 $10,000
Q2 2024 Aug 15, 2024	BUY	$18.53 - $20.2 $518 - $565	28 Added 9.96%	309 $6,000
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	$17.68 - $20.46 $69,977 - $80,980	3,958 New	3,958 $76,000

Others Institutions Holding SCHH

# of Institutions

577

Shares Held

178M

Call Options Held

59.3K

Put Options Held

15.1K

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

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