One Ascent Financial Services LLC Schwab Strategic U.S. Reit ETF Transaction History

One Ascent Financial Services LLC

  • $1.18 Billion
  • Q4 2024

A detailed history of One Ascent Financial Services LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, One Ascent Financial Services LLC holds 16,523 shares of SCHH stock, worth $351,939. This represents 0.03% of its overall portfolio holdings.

Number of Shares
16,523
Holding current value
$351,939
% of portfolio
0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
BUY
$20.55 - $23.26 $339,547 - $384,324
16,523 New
16,523 $348,000
Q4 2023

Jan 11, 2024
BUY
$16.76 - $20.95 $15,737 - $19,672
939 Added 5.3%
18,672 $387,000
Q3 2023

Oct 13, 2023
BUY
$17.52 - $20.27 $310,682 - $359,447
17,733 New
17,733 $315,000

Others Institutions Holding SCHH

# of Institutions
558
Shares Held
178M
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
Track This Portfolio

Track One Ascent Financial Services LLC Portfolio

Follow One Ascent Financial Services LLC 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 One Ascent Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on One Ascent Financial Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email