Sensible Financial Planning & Management, Llc. Schwab Strategic U.S. Reit ETF Transaction History

Sensible Financial Planning & Management, Llc.

  • $482 Million
  • Q4 2024

A detailed history of Sensible Financial Planning & Management, Llc. transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Sensible Financial Planning & Management, Llc. holds 347,612 shares of SCHH stock, worth $7.4 Million. This represents 1.52% of its overall portfolio holdings.

Number of Shares
347,612
Previous 351,695 1.16%
Holding current value
$7.4 Million
Previous $8.15 Million 10.17%
% of portfolio
1.52%
Previous 1.61%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
SELL
$20.55 - $23.26 $83,905 - $94,970
-4,083 Reduced 1.16%
347,612 $7.32 Million
Q3 2024

Oct 28, 2024
BUY
$19.78 - $23.53 $90,097 - $107,179
4,555 Added 1.31%
351,695 $8.15 Million
Q2 2024

Jul 18, 2024
BUY
$18.53 - $20.2 $297,332 - $324,129
16,046 Added 4.85%
347,140 $6.93 Million
Q1 2024

May 06, 2024
BUY
$19.39 - $20.93 $227,405 - $245,467
11,728 Added 3.67%
331,094 $6.72 Million
Q4 2023

Feb 02, 2024
BUY
$16.76 - $20.95 $391,966 - $489,957
23,387 Added 7.9%
319,366 $6.61 Million
Q3 2023

Oct 26, 2023
BUY
$17.52 - $20.27 $274,100 - $317,124
15,645 Added 5.58%
295,979 $5.25 Million
Q2 2023

Aug 03, 2023
BUY
$18.34 - $19.64 $367,698 - $393,762
20,049 Added 7.7%
280,334 $5.48 Million
Q1 2023

Apr 14, 2023
BUY
$18.01 - $21.78 $147,772 - $178,704
8,205 Added 3.25%
260,285 $5.08 Million
Q4 2022

Feb 01, 2023
BUY
$17.68 - $20.46 $223,192 - $258,287
12,624 Added 5.27%
252,080 $4.86 Million
Q3 2022

Nov 07, 2022
BUY
$18.45 - $23.6 $244,038 - $312,157
13,227 Added 5.85%
239,456 $4.48 Million
Q2 2022

Aug 04, 2022
BUY
$20.18 - $25.97 $109,375 - $140,757
5,420 Added 2.45%
226,229 $4.77 Million
Q1 2022

May 18, 2022
BUY
$22.75 - $26.16 $2.5 Million - $2.87 Million
109,898 Added 99.09%
220,809 $5.5 Million
Q4 2021

Feb 11, 2022
BUY
$22.99 - $26.35 $140,078 - $160,550
6,093 Added 5.81%
110,911 $5.84 Million
Q3 2021

Nov 09, 2021
BUY
$22.84 - $24.92 $197,817 - $215,832
8,661 Added 9.01%
104,818 $4.79 Million
Q2 2021

Jul 29, 2021
BUY
$20.92 - $23.68 $102,633 - $116,174
4,906 Added 5.38%
96,157 $4.4 Million
Q1 2021

May 17, 2021
BUY
$18.25 - $20.79 $98,404 - $112,099
5,392 Added 6.28%
91,251 $3.75 Million
Q4 2020

Feb 24, 2021
BUY
$17.04 - $19.33 $35,068 - $39,781
2,058 Added 2.46%
85,859 $3.26 Million
Q3 2020

Nov 06, 2020
BUY
$16.99 - $18.73 $4,706 - $5,188
277 Added 0.33%
83,801 $2.96 Million
Q2 2020

Aug 12, 2020
SELL
$14.77 - $20.35 $26,541 - $36,568
-1,797 Reduced 2.11%
83,524 $2.94 Million
Q1 2020

May 07, 2020
BUY
$13.54 - $24.27 $422,678 - $757,636
31,217 Added 57.7%
85,321 $2.79 Million
Q4 2019

Feb 12, 2020
BUY
$22.24 - $24.07 $151,921 - $164,422
6,831 Added 14.45%
54,104 $2.49 Million
Q3 2019

Oct 28, 2019
BUY
$23.18 - $23.61 $73,434 - $74,796
3,168 Added 7.18%
47,273 $2.23 Million
Q2 2019

Aug 07, 2019
SELL
N/A
-1,659 Reduced 3.63%
44,105 $1.96 Million
Q1 2019

May 01, 2019
BUY
N/A
2,056 Added 4.7%
45,764 $2.03 Million
Q4 2018

Feb 06, 2019
BUY
N/A
5,042 Added 13.04%
43,708 $1.68 Million
Q3 2018

Oct 29, 2018
BUY
N/A
4,094 Added 11.84%
38,666 $1.61 Million
Q2 2018

Aug 07, 2018
BUY
N/A
6,156 Added 21.66%
34,572 $1.44 Million
Q1 2018

May 11, 2018
BUY
N/A
8,311 Added 41.34%
28,416 $1.09 Million
Q4 2017

Feb 13, 2018
BUY
N/A
7,626 Added 61.11%
20,105 $837,000
Q3 2017

Nov 01, 2017
BUY
N/A
4,973 Added 66.25%
12,479 $513,000
Q2 2017

Aug 11, 2017
BUY
N/A
7,506
7,506 $309,000

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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