Strata Wealth Advisors, LLC Schwab Strategic U.S. Reit ETF Transaction History

Strata Wealth Advisors, LLC

  • $379 Billion
  • Q3 2025

A detailed history of Strata Wealth Advisors, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Strata Wealth Advisors, LLC holds 15,819 shares of SCHH stock, worth $335,362. This represents 0.09% of its overall portfolio holdings.

Number of Shares
15,819
Previous 15,819 -0.0%
Holding current value
$335,362
Previous $335 Million 1.94%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Jul 30, 2025
BUY
$18.94 - $21.67 $299,611 - $342,797
15,819 New
15,819 $335 Million
Q3 2023

Oct 26, 2023
BUY
$17.52 - $20.27 $888,264 - $1.03 Million
50,700 Added 79.16%
114,751 $2.04 Billion
Q1 2023

May 10, 2023
BUY
$18.01 - $21.78 $610,863 - $738,734
33,918 Added 112.56%
64,051 $1.25 Billion
Q4 2022

Apr 28, 2023
BUY
$17.68 - $20.46 $532,751 - $616,521
30,133 New
30,133 $581 Million

Others Institutions Holding SCHH

# of Institutions
602
Shares Held
182M
Call Options Held
24.3K
Put Options Held
21.4K
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 Strata Wealth Advisors, LLC Portfolio

Follow Strata Wealth Advisors, 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 Strata Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strata Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email