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

Sugarloaf Wealth Management, LLC

  • $493 Million
  • Q3 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 $24,250. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,162
Previous 1,162 -0.0%
Holding current value
$24,250
Previous $23,000 13.04%
% of portfolio
0.01%
Previous 0.0%

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
533
Shares Held
175M
Call Options Held
22.2K
Put Options Held
84.6K
View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

SCHH Quotes by TradingView
  • Ticker SCHH
  • Sector ETFs
  • Industry ETFs
More about SCHH
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