Perissos Private Wealth Management, LLC Schwab Strategic U.S. Reit ETF Transaction History

Perissos Private Wealth Management, LLC

  • $110 Billion
  • Q1 2025

A detailed history of Perissos Private Wealth Management, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Perissos Private Wealth Management, LLC holds 10,423 shares of SCHH stock, worth $219,195. This represents 0.2% of its overall portfolio holdings.

Number of Shares
10,423
Previous 17,023 38.77%
Holding current value
$219,195
Previous $359 Million 37.46%
% of portfolio
0.2%
Previous 0.27%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025
SELL
$20.2 - $22.24 $133,320 - $146,784
-6,600 Reduced 38.77%
10,423 $224 Million
Q4 2024

Jan 29, 2025
BUY
$20.55 - $23.26 $11,364 - $12,862
553 Added 3.36%
17,023 $359 Million
Q3 2024

Nov 12, 2024
SELL
$19.78 - $23.53 $6,112 - $7,270
-309 Reduced 1.84%
16,470 $382 Million
Q2 2024

Aug 09, 2024
SELL
$18.53 - $20.2 $195,269 - $212,867
-10,538 Reduced 38.58%
16,779 $335 Million
Q1 2024

May 14, 2024
BUY
$19.39 - $20.93 $529,676 - $571,744
27,317 New
27,317 $555 Million

Others Institutions Holding SCHH

# of Institutions
558
Shares Held
176M
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 Perissos Private Wealth Management, LLC Portfolio

Follow Perissos Private Wealth Management, 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 Perissos Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perissos Private Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email