Sound Income Strategies, LLC Schwab Strategic U.S. Reit ETF Transaction History

Sound Income Strategies, LLC

$1.47 Billion
Q4 2024

A detailed history of Sound Income Strategies, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Sound Income Strategies, LLC holds 2,785 shares of SCHH stock, worth $59,849. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,785

Previous 759 266.93%

Holding current value

$59,849

Previous $17,000 241.18%

% of portfolio

0.0%

Previous 0.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$20.55 - $23.26 $41,634 - $47,124	2,026 Added 266.93%	2,785 $58,000
Q3 2024 Oct 10, 2024	BUY	$19.78 - $23.53 $12,026 - $14,306	608 Added 402.65%	759 $17,000
Q2 2023 Jul 10, 2023	SELL	$18.34 - $19.64 $5,428 - $5,813	-296 Reduced 66.22%	151 $2,000
Q1 2023 Apr 10, 2023	SELL	$18.01 - $21.78 $162 - $196	-9 Reduced 1.97%	447 $8,000
Q4 2022 Jan 11, 2023	SELL	$17.68 - $20.46 $813 - $941	-46 Reduced 9.16%	456 $0
Q3 2022 Oct 18, 2022	BUY	$18.45 - $23.6 $9,261 - $11,847	502 New	502 $9,000
Q2 2021 Jul 13, 2021	SELL	$20.92 - $23.68 $2,698 - $3,054	-129 Closed	0 $0
Q1 2021 Apr 14, 2021	BUY	$18.25 - $20.79 $2,354 - $2,681	129 New	129 $0
Q3 2020 Oct 08, 2020	SELL	$16.99 - $18.73 $118 - $131	-7 Closed	0 $0
Q1 2020 Apr 07, 2020	SELL	$13.54 - $24.27 $54 - $97	-4 Reduced 36.36%	7 $0
Q4 2019 Jan 06, 2020	BUY	$22.24 - $24.07 $88 - $96	4 Added 57.14%	11 $1,000
Q4 2018 Jan 11, 2019	SELL	N/A	-92 Reduced 92.93%	7 $0
Q3 2018 Oct 03, 2018	BUY	N/A	92 Added 1314.29%	99 $4,000
Q1 2018 May 15, 2018	BUY	N/A	7 New	7 $0

Others Institutions Holding SCHH

# of Institutions

533

Shares Held

175M

Call Options Held

22.2K

Put Options Held

84.6K

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
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Sound Income Strategies, LLC Schwab Strategic U.S. Reit ETF Transaction History