Principle Wealth Partners LLC Schwab Strategic U.S. Reit ETF Transaction History

Principle Wealth Partners LLC

  • $1.21 Billion
  • Q1 2024

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2020

Nov 16, 2020
SELL
N/A
-1,369 Closed
0 $0
Q2 2020

Aug 14, 2020
BUY
N/A
1,369 New
1,369 $48,000
Q1 2020

May 13, 2020
SELL
N/A
-10,411 Closed
0 $0
Q1 2019

Oct 30, 2019
BUY
N/A
1,300 Added 14.27%
10,411 $463,000
Q4 2018

Oct 11, 2019
BUY
N/A
9,111 New
9,111 $351,000

Others Institutions Holding SCHH

# of Institutions
504
Shares Held
248M
Call Options Held
36K
Put Options Held
1.6K
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 Principle Wealth Partners LLC Portfolio

Follow Principle Wealth Partners 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 Principle Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Principle Wealth Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email