Soa Wealth Advisors, Llc. Schwab Strategic U.S. Reit ETF Transaction History

Soa Wealth Advisors, Llc.

  • $960 Million
  • Q3 2025

A detailed history of Soa Wealth Advisors, Llc. transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 557 shares of SCHH stock, worth $11,930. This represents 0.0% of its overall portfolio holdings.

Number of Shares
557
Previous 557 -0.0%
Holding current value
$11,930
Previous $11,000 9.09%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
BUY
$18.94 - $21.67 $10,549 - $12,070
557 New
557 $11,000
Q4 2023

Jan 10, 2024
SELL
$16.76 - $20.95 $2,212 - $2,765
-132 Reduced 75.0%
44 $0
Q2 2023

Jul 07, 2023
SELL
$18.34 - $19.64 $366 - $392
-20 Reduced 10.2%
176 $3,000
Q3 2022

Oct 07, 2022
SELL
$18.45 - $23.6 $147 - $188
-8 Reduced 3.92%
196 $3,000
Q1 2022

Apr 07, 2022
BUY
$22.75 - $26.16 $2,821 - $3,243
124 Added 155.0%
204 $5,000
Q1 2021

Apr 26, 2021
BUY
$18.25 - $20.79 $182 - $207
10 Added 14.29%
80 $3,000
Q4 2020

Mar 10, 2021
BUY
$17.04 - $19.33 $1,192 - $1,353
70 New
70 $2,000

Others Institutions Holding SCHH

# of Institutions
584
Shares Held
178M
Call Options Held
59.3K
Put Options Held
15.1K
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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