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

Perissos Private Wealth Management, LLC

  • $112 Billion
  • Q2 2024

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 16,779 shares of SCHH stock, worth $370,648. This represents 0.3% of its overall portfolio holdings.

Number of Shares
16,779
Previous 27,317 38.58%
Holding current value
$370,648
Previous $555 Million 39.58%
% of portfolio
0.3%
Previous 0.5%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
518
Shares Held
256M
Call Options Held
28.4K
Put Options Held
83.1K
View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

SCHH Quotes by TradingView
  • Ticker SCHH
  • Sector ETFs
  • Industry ETFs
More about SCHH
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