Sig Fig Wealth Management, LLC Schwab Strategic U.S. Reit ETF Transaction History

Sig Fig Wealth Management, LLC

  • $2.73 Billion
  • Q1 2024

A detailed history of Sig Fig Wealth Management, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Sig Fig Wealth Management, LLC holds 37,301 shares of SCHH stock, worth $742,662. This represents 0.03% of its overall portfolio holdings.

Number of Shares
37,301
Previous 37,631 0.88%
Holding current value
$742,662
Previous $779,000 2.82%
% of portfolio
0.03%
Previous 0.03%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
SELL
$19.39 - $20.93 $6,398 - $6,906
-330 Reduced 0.88%
37,301 $757,000
Q4 2023

Feb 08, 2024
BUY
$16.76 - $20.95 $29,564 - $36,955
1,764 Added 4.92%
37,631 $779,000
Q3 2023

Nov 09, 2023
BUY
$17.52 - $20.27 $25,141 - $29,087
1,435 Added 4.17%
35,867 $636,000
Q2 2023

Jul 27, 2023
SELL
$18.34 - $19.64 $8,289 - $8,877
-452 Reduced 1.3%
34,432 $672,000
Q1 2023

May 03, 2023
SELL
$18.01 - $21.78 $19,522 - $23,609
-1,084 Reduced 3.01%
34,884 $680,000
Q4 2022

Feb 03, 2023
SELL
$18.86 - $20.46 $35,513 - $38,526
-1,883 Reduced 4.97%
35,968 $693,000
Q3 2022

Nov 10, 2022
SELL
N/A
-1,366 Reduced 3.48%
37,851 $844,000
Q2 2022

Aug 11, 2022
SELL
N/A
-7,142 Reduced 15.41%
39,217 $891,000
Q1 2022

May 10, 2022
BUY
N/A
24,533 Added 112.4%
46,359 $1.06 Million
Q4 2021

Feb 14, 2022
BUY
N/A
261 Added 1.21%
21,826 $986,000
Q3 2021

Oct 13, 2021
SELL
N/A
-846 Reduced 3.77%
21,565 $985,000
Q2 2021

Aug 10, 2021
BUY
N/A
2,771 Added 14.11%
22,411 $1.03 Million
Q1 2021

May 12, 2021
BUY
N/A
402 Added 2.09%
19,640 $807,000
Q4 2020

Feb 08, 2021
BUY
N/A
4,314 Added 28.91%
19,238 $730,000
Q3 2020

Nov 13, 2020
BUY
N/A
2,610 Added 21.2%
14,924 $527,000
Q2 2020

Aug 04, 2020
BUY
N/A
55 Added 0.45%
12,314 $434,000
Q1 2020

May 05, 2020
BUY
N/A
69 Added 0.57%
12,259 $401,000
Q4 2019

Jan 28, 2020
SELL
N/A
-542 Reduced 4.26%
12,190 $560,000
Q3 2019

Nov 12, 2019
BUY
N/A
841 Added 7.07%
12,732 $601,000
Q2 2019

Aug 05, 2019
BUY
N/A
673 Added 6.0%
11,891 $528,000
Q1 2019

May 01, 2019
SELL
N/A
-799 Reduced 6.65%
11,218 $498,000
Q4 2018

Jan 30, 2019
SELL
N/A
-809 Reduced 6.31%
12,017 $461,000
Q3 2018

Oct 10, 2018
SELL
N/A
-809 Reduced 5.93%
12,826 $535,000
Q2 2018

Jul 16, 2018
SELL
N/A
-1,148 Reduced 7.77%
13,635 $570,000
Q1 2018

Apr 26, 2018
BUY
N/A
416 Added 2.9%
14,783 $565,000
Q4 2017

Jan 23, 2018
BUY
N/A
2,003 Added 16.2%
14,367 $598,000
Q3 2017

Oct 25, 2017
BUY
N/A
12,364
12,364 $509,000

Others Institutions Holding SCHH

# of Institutions
503
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 Sig Fig Wealth Management, LLC Portfolio

Follow Sig Fig Wealth Management, 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 Sig Fig Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sig Fig Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email