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

Perissos Private Wealth Management, LLC

  • $134 Billion
  • Q4 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 17,023 shares of SCHH stock, worth $362,589. This represents 0.27% of its overall portfolio holdings.

Number of Shares
17,023
Previous 16,470 3.36%
Holding current value
$362,589
Previous $382 Million 6.05%
% of portfolio
0.27%
Previous 0.31%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
178M
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
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