A detailed history of Pensionmark Financial Group, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 10,415 shares of SCHH stock, worth $217,569. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,415
Previous 10,415 -0.0%
Holding current value
$217,569
Previous $241,000 -0.0%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Nov 14, 2024

SELL
$19.78 - $23.53 $1,186 - $1,411
-60 Reduced 0.57%
10,415 $241,000
Q2 2024

Aug 14, 2024

SELL
$18.53 - $20.2 $4,947 - $5,393
-267 Reduced 2.49%
10,475 $209,000
Q1 2024

May 15, 2024

BUY
$19.39 - $20.93 $208,287 - $224,830
10,742 New
10,742 $218,000

Others Institutions Holding SCHH

About SCHWAB STRATEGIC U.S. REIT ETF


  • Ticker SCHH
  • Sector ETFs
  • Industry ETFs
More about SCHH
Track This Portfolio

Track Pensionmark Financial Group, LLC Portfolio

Follow Pensionmark Financial Group, 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 Pensionmark Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pensionmark Financial Group, LLC with notifications on news.