Sugarloaf Wealth Management, LLC Schwab Strategic U.S. Reit ETF Transaction History

Sugarloaf Wealth Management, LLC

  • $460 Million
  • Q2 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 1,162 shares of SCHH stock, worth $26,261. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,162
Previous 1,162 -0.0%
Holding current value
$26,261
Previous $23,000 -0.0%
% of portfolio
0.0%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

Apr 25, 2022
BUY
$22.75 - $26.16 $13,217 - $15,198
581 Added 100.0%
1,162 $29,000
Q2 2021

Jul 20, 2021
SELL
$20.92 - $23.68 $18,556 - $21,004
-887 Reduced 60.42%
581 $27,000
Q1 2021

Apr 19, 2021
BUY
$18.25 - $20.79 $16,187 - $18,440
887 Added 152.67%
1,468 $24,000
Q4 2019

Jan 29, 2020
BUY
$22.24 - $24.07 $12,921 - $13,984
581 New
581 $27,000

Others Institutions Holding SCHH

# of Institutions
499
Shares Held
255M
Call Options Held
28.4K
Put Options Held
83.1K
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 Sugarloaf Wealth Management, LLC Portfolio

Follow Sugarloaf Wealth Management, 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 Sugarloaf Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sugarloaf Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email