Spire Wealth Management Schwab Strategic U.S. Reit ETF Transaction History

Spire Wealth Management

$3.13 Billion
Q4 2024

A detailed history of Spire Wealth Management transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Spire Wealth Management holds 707 shares of SCHH stock, worth $15,059. This represents 0.0% of its overall portfolio holdings.

Number of Shares

707

Previous 328 115.55%

Holding current value

$15,059

Previous $7,000 100.0%

% of portfolio

0.0%

Previous 0.0%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$20.55 - $23.26 $7,788 - $8,815	379 Added 115.55%	707 $14,000
Q3 2024 Oct 15, 2024	SELL	$19.78 - $23.53 $4,054 - $4,823	-205 Reduced 38.46%	328 $7,000
Q2 2024 Jul 31, 2024	SELL	$18.53 - $20.2 $66,967 - $73,002	-3,614 Reduced 87.15%	533 $10,000
Q1 2024 Apr 24, 2024	BUY	$19.39 - $20.93 $21,522 - $23,232	1,110 Added 36.55%	4,147 $84,000
Q4 2023 Feb 06, 2024	SELL	$16.76 - $20.95 $100 - $125	-6 Reduced 0.2%	3,037 $62,000
Q3 2023 Nov 08, 2023	BUY	$17.52 - $20.27 $192 - $222	11 Added 0.36%	3,043 $54,000
Q2 2023 Aug 09, 2023	SELL	$18.34 - $19.64 $84,437 - $90,422	-4,604 Reduced 60.29%	3,032 $59,000
Q1 2023 May 09, 2023	SELL	$18.01 - $21.78 $85,799 - $103,759	-4,764 Reduced 38.42%	7,636 $148,000
Q4 2022 Feb 03, 2023	BUY	$17.68 - $20.46 $205,105 - $237,356	11,601 Added 1451.94%	12,400 $239,000
Q3 2022 Nov 07, 2022	SELL	$18.45 - $23.6 $17,804 - $22,774	-965 Reduced 54.71%	799 $15,000
Q2 2022 Jul 22, 2022	SELL	$20.18 - $25.97 $345,501 - $444,632	-17,121 Reduced 90.66%	1,764 $37,000
Q1 2022 Apr 18, 2022	BUY	$22.75 - $26.16 $273,341 - $314,312	12,015 Added 174.89%	18,885 $470,000
Q4 2021 Jan 14, 2022	SELL	$22.99 - $26.35 $10,943 - $12,542	-476 Reduced 6.48%	6,870 $362,000
Q3 2021 Oct 22, 2021	SELL	$22.84 - $24.92 $12,858 - $14,029	-563 Reduced 7.12%	7,346 $336,000
Q2 2021 Jul 26, 2021	SELL	$20.92 - $23.68 $334 - $378	-16 Reduced 0.2%	7,909 $362,000
Q1 2021 May 21, 2021	BUY	$18.25 - $20.79 $144,631 - $164,760	7,925 New	7,925 $326,000

Others Institutions Holding SCHH

# of Institutions

533

Shares Held

176M

Call Options Held

22.2K

Put Options Held

84.6K

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
Sector ETFs
Industry ETFs

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Spire Wealth Management Schwab Strategic U.S. Reit ETF Transaction History