Robertson Stephens Wealth Management, LLC Schwab Strategic U.S. Reit ETF Transaction History

Robertson Stephens Wealth Management, LLC

  • $1.94 Billion
  • Q2 2024

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 12,065 shares of SCHH stock, worth $272,669. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,065
Previous 12,065 -0.0%
Holding current value
$272,669
Previous $244,000 1.64%
% of portfolio
0.01%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 06, 2024
BUY
$16.76 - $20.95 $202,209 - $252,761
12,065 New
12,065 $249,000
Q3 2022

Nov 14, 2022
BUY
$18.45 - $23.6 $9,298 - $11,894
504 Added 4.8%
10,994 $205,000
Q1 2022

May 16, 2022
BUY
$22.75 - $26.16 $121,894 - $140,165
5,358 Added 104.4%
10,490 $261,000
Q4 2021

Feb 14, 2022
BUY
$22.99 - $26.35 $8,161 - $9,354
355 Added 7.43%
5,132 $270,000
Q2 2021

Aug 17, 2021
SELL
$20.92 - $23.68 $68,303 - $77,315
-3,265 Reduced 40.6%
4,777 $218,000
Q1 2021

May 07, 2021
SELL
$18.25 - $20.79 $129,337 - $147,338
-7,087 Reduced 46.84%
8,042 $330,000
Q4 2020

Feb 10, 2021
SELL
$17.04 - $19.33 $221,076 - $250,787
-12,974 Reduced 46.17%
15,129 $576,000
Q3 2020

Nov 10, 2020
SELL
$16.99 - $18.73 $1.24 Million - $1.37 Million
-72,897 Reduced 72.18%
28,103 $994,000
Q2 2020

Aug 12, 2020
BUY
$14.77 - $20.35 $1.49 Million - $2.06 Million
101,000 New
101,000 $3.56 Million

Others Institutions Holding SCHH

# of Institutions
499
Shares Held
255M
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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