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 $1.73 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares

79,271

Previous 79,955 0.86%

Holding current value

$1.73 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

556

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

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