A detailed history of Palisades Hudson Asset Management, L.P. transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Palisades Hudson Asset Management, L.P. holds 29,659 shares of SCHH stock, worth $619,576. This represents 0.29% of its overall portfolio holdings.

Number of Shares
29,659
Previous 29,337 1.1%
Holding current value
$619,576
Previous $586,000 17.24%
% of portfolio
0.29%
Previous 0.27%

Shares

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

Oct 29, 2024

BUY
$19.78 - $23.53 $6,369 - $7,576
322 Added 1.1%
29,659 $687,000
Q1 2024

May 06, 2024

BUY
$19.39 - $20.93 $2,171 - $2,344
112 Added 0.38%
29,337 $596,000
Q4 2023

Feb 12, 2024

BUY
$16.76 - $20.95 $3,921 - $4,902
234 Added 0.81%
29,225 $605,000
Q3 2023

Nov 02, 2023

BUY
$17.52 - $20.27 $2,803 - $3,243
160 Added 0.55%
28,991 $515,000
Q2 2023

Aug 14, 2023

BUY
$18.34 - $19.64 $32,223 - $34,507
1,757 Added 6.49%
28,831 $563,000
Q1 2023

Apr 26, 2023

SELL
$18.01 - $21.78 $4,322 - $5,227
-240 Reduced 0.88%
27,074 $528,000
Q4 2022

Feb 08, 2023

BUY
$17.68 - $20.46 $2,775 - $3,212
157 Added 0.58%
27,314 $527,000
Q3 2022

Oct 28, 2022

BUY
$18.45 - $23.6 $2,712 - $3,469
147 Added 0.54%
27,157 $508,000
Q2 2022

Aug 10, 2022

BUY
$20.18 - $25.97 $2,502 - $3,220
124 Added 0.46%
27,010 $570,000
Q1 2022

Apr 27, 2022

BUY
$22.75 - $26.16 $306,101 - $351,982
13,455 Added 100.18%
26,886 $669,000
Q4 2021

Feb 03, 2022

SELL
$22.99 - $26.35 $14,483 - $16,600
-630 Reduced 4.48%
13,431 $708,000
Q3 2021

Oct 28, 2021

BUY
$22.84 - $24.92 $1,096 - $1,196
48 Added 0.34%
14,061 $642,000
Q2 2021

Aug 06, 2021

BUY
$20.92 - $23.68 $34,476 - $39,024
1,648 Added 13.33%
14,013 $642,000
Q1 2021

May 10, 2021

BUY
$18.25 - $20.79 $602 - $686
33 Added 0.27%
12,365 $508,000
Q4 2020

Jan 29, 2021

BUY
$17.04 - $19.33 $1,448 - $1,643
85 Added 0.69%
12,332 $468,000
Q3 2020

Nov 09, 2020

BUY
$16.99 - $18.73 $18,434 - $20,322
1,085 Added 9.72%
12,247 $433,000
Q2 2020

Aug 13, 2020

BUY
$14.77 - $20.35 $753 - $1,037
51 Added 0.46%
11,162 $393,000
Q1 2020

May 07, 2020

SELL
$13.54 - $24.27 $2,613 - $4,684
-193 Reduced 1.71%
11,111 $364,000
Q4 2019

Jan 30, 2020

BUY
$22.24 - $24.07 $1,245 - $1,347
56 Added 0.5%
11,304 $520,000
Q3 2019

Oct 17, 2019

SELL
$23.18 - $23.61 $1,854 - $1,888
-80 Reduced 0.71%
11,248 $531,000
Q2 2019

Jul 30, 2019

SELL
N/A
-125 Reduced 1.09%
11,328 $503,000
Q1 2019

Apr 23, 2019

BUY
N/A
447 Added 4.06%
11,453 $509,000
Q4 2018

Feb 04, 2019

BUY
N/A
3,132 Added 39.78%
11,006 $424,000
Q3 2018

Nov 08, 2018

BUY
N/A
45 Added 0.57%
7,874 $329,000
Q2 2018

Aug 14, 2018

BUY
N/A
568 Added 7.82%
7,829 $327,000
Q1 2018

May 14, 2018

BUY
N/A
154 Added 2.17%
7,261 $278,000
Q4 2017

Feb 09, 2018

BUY
N/A
44 Added 0.62%
7,107 $296,000
Q3 2017

Nov 06, 2017

BUY
N/A
7,063
7,063 $290,000

Others Institutions Holding SCHH

About SCHWAB STRATEGIC U.S. REIT ETF


  • Ticker SCHH
  • Sector ETFs
  • Industry ETFs
More about SCHH
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