Stockman Wealth Management, Inc. Schwab Strategic U.S. Reit ETF Transaction History

Stockman Wealth Management, Inc.

  • $620 Million
  • Q4 2024

A detailed history of Stockman Wealth Management, Inc. transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Stockman Wealth Management, Inc. holds 42,010 shares of SCHH stock, worth $894,813. This represents 0.14% of its overall portfolio holdings.

Number of Shares
42,010
Previous 33,685 24.71%
Holding current value
$894,813
Previous $780,000 13.33%
% of portfolio
0.14%
Previous 0.13%

Shares

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

Jan 28, 2025
BUY
$20.55 - $23.26 $171,078 - $193,639
8,325 Added 24.71%
42,010 $884,000
Q3 2024

Nov 04, 2024
BUY
$19.78 - $23.53 $666,289 - $792,608
33,685 New
33,685 $780,000
Q2 2018

Aug 14, 2018
SELL
N/A
-7,100 Closed
0 $0
Q1 2018

May 10, 2018
BUY
N/A
7,100 New
7,100 $272,000

Others Institutions Holding SCHH

# of Institutions
558
Shares Held
177M
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
Track This Portfolio

Track Stockman Wealth Management, Inc. Portfolio

Follow Stockman Wealth Management, Inc. 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 Stockman Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Stockman Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email