Rooted Wealth Advisors, Inc. Schwab Strategic U.S. Reit ETF Transaction History

Rooted Wealth Advisors, Inc.

$308 Million
Q3 2025

A detailed history of Rooted Wealth Advisors, Inc. transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 134,579 shares of SCHH stock, worth $2.85 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares

134,579

Previous 172,208 21.85%

Holding current value

$2.85 Million

Previous $3.64 Million 20.34%

% of portfolio

0.94%

Previous 1.32%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	SELL	$20.76 - $21.78 $781,178 - $819,559	-37,629 Reduced 21.85%	134,579 $2.9 Million
Q2 2025 Jul 14, 2025	BUY	$18.94 - $21.67 $187,392 - $214,402	9,894 Added 6.1%	172,208 $3.64 Million
Q1 2025 Apr 08, 2025	SELL	$20.2 - $22.24 $124,512 - $137,087	-6,164 Reduced 3.66%	162,314 $3.46 Million
Q4 2024 Jan 30, 2025	BUY	$20.55 - $23.26 $114,258 - $129,325	5,560 Added 3.41%	168,478 $3.48 Million
Q3 2024 Nov 12, 2024	BUY	$19.78 - $23.53 $2.59 Million - $3.08 Million	131,087 Added 411.82%	162,918 $3.66 Million

Q2 2024 Jul 25, 2024	SELL	$18.53 - $20.2 $5,614 - $6,120	-303 Reduced 0.94%	31,831 $674,000
Q1 2024 Apr 17, 2024	BUY	$19.39 - $20.93 $31,625 - $34,136	1,631 Added 5.35%	32,134 $634,000
Q4 2023 Feb 07, 2024	BUY	$16.76 - $20.95 $16,894 - $21,117	1,008 Added 3.42%	30,503 $600,000
Q3 2023 Nov 21, 2023	BUY	$17.52 - $20.27 $72,375 - $83,735	4,131 Added 16.29%	29,495 $548,000
Q2 2023 Aug 03, 2023	BUY	$18.34 - $19.64 $25,620 - $27,437	1,397 Added 5.83%	25,364 $501,000
Q1 2023 Apr 26, 2023	BUY	$18.01 - $21.78 $48,825 - $59,045	2,711 Added 12.75%	23,967 $456,000
Q4 2022 Feb 13, 2023	BUY	$17.68 - $20.46 $375,806 - $434,897	21,256 New	21,256 $410,000

Others Institutions Holding SCHH

# of Institutions

602

Shares Held

182M

Call Options Held

24.3K

Put Options Held

21.4K

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
Sector ETFs
Industry ETFs

More about SCHH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Rooted Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Rooted Wealth Advisors, Inc. with notifications on news.

Account

Rooted Wealth Advisors, Inc. Schwab Strategic U.S. Reit ETF Transaction History