Peloton Wealth Strategists Schwab Strategic U.S. Reit ETF Transaction History

Peloton Wealth Strategists

$242 Million
Q4 2024

A detailed history of Peloton Wealth Strategists transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Peloton Wealth Strategists holds 79,271 shares of SCHH stock, worth $1.75 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares

79,271

Previous 79,955 0.86%

Holding current value

$1.75 Million

Previous $1.85 Million 9.88%

% of portfolio

0.69%

Previous 0.75%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	SELL	$20.55 - $23.26 $14,056 - $15,909	-684 Reduced 0.86%	79,271 $1.67 Million
Q3 2024 Nov 15, 2024	BUY	$19.78 - $23.53 $76,944 - $91,531	3,890 Added 5.11%	79,955 $1.85 Million
Q2 2024 Aug 15, 2024	SELL	$18.53 - $20.2 $13,656 - $14,887	-737 Reduced 0.96%	76,065 $1.52 Million
Q1 2024 May 14, 2024	SELL	$19.39 - $20.93 $63,599 - $68,650	-3,280 Reduced 4.1%	76,802 $1.56 Million
Q4 2023 Feb 15, 2024	SELL	$16.76 - $20.95 $32,363 - $40,454	-1,931 Reduced 2.35%	80,082 $1.66 Million
Q3 2023 Nov 13, 2023	SELL	$17.52 - $20.27 $14,734 - $17,047	-841 Reduced 1.02%	82,013 $1.46 Million
Q2 2023 Aug 10, 2023	BUY	$18.34 - $19.64 $134,047 - $143,548	7,309 Added 9.68%	82,854 $1.62 Million
Q1 2023 May 11, 2023	BUY	$18.01 - $21.78 $1.36 Million - $1.65 Million	75,545 New	75,545 $1.47 Million
Q1 2022 May 09, 2022	SELL	$22.75 - $26.16 $97,324 - $111,912	-4,278 Closed	0 $0
Q4 2021 Feb 10, 2022	SELL	$22.99 - $26.35 $721,748 - $827,231	-31,394 Reduced 88.01%	4,278 $225,000
Q3 2021 Nov 15, 2021	SELL	$22.84 - $24.92 $5,390 - $5,881	-236 Reduced 0.66%	35,672 $1.63 Million
Q2 2021 Aug 16, 2021	BUY	$20.92 - $23.68 $12,447 - $14,089	595 Added 1.68%	35,908 $1.64 Million
Q1 2021 Jun 23, 2021	BUY	$18.25 - $20.79 $61,721 - $70,311	3,382 Added 10.59%	35,313 $1.45 Million
Q4 2020 Feb 17, 2021	BUY	$17.04 - $19.33 $544,104 - $617,226	31,931 New	31,931 $1.21 Million

Others Institutions Holding SCHH

# of Institutions

552

Shares Held

177M

Call Options Held

20.1K

Put Options Held

81.7K

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
Sector ETFs
Industry ETFs

More about SCHH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Peloton Wealth Strategists, based on Form 13F filings with the SEC.

News

Stay updated on Peloton Wealth Strategists with notifications on news.

Account

Peloton Wealth Strategists Schwab Strategic U.S. Reit ETF Transaction History