Summit Financial Strategies, Inc. Schwab Strategic U.S. Reit ETF Transaction History

Summit Financial Strategies, Inc.

$914 Million
Q1 2025

A detailed history of Summit Financial Strategies, Inc. transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 20,328 shares of SCHH stock, worth $432,783. This represents 0.05% of its overall portfolio holdings.

Number of Shares

20,328

Previous 23,381 13.06%

Holding current value

$432,783

Previous $492,000 11.18%

% of portfolio

0.05%

Previous 0.06%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	SELL	$20.2 - $22.24 $61,670 - $67,898	-3,053 Reduced 13.06%	20,328 $437,000
Q4 2024 Jan 22, 2025	BUY	$20.55 - $23.26 $48,518 - $54,916	2,361 Added 11.23%	23,381 $492,000
Q3 2024 Oct 16, 2024	SELL	$19.78 - $23.53 $29,353 - $34,918	-1,484 Reduced 6.59%	21,020 $487,000
Q2 2024 Jul 19, 2024	SELL	$18.53 - $20.2 $41,525 - $45,268	-2,241 Reduced 9.06%	22,504 $449,000
Q1 2024 May 09, 2024	SELL	$19.39 - $20.93 $6,922 - $7,472	-357 Reduced 1.42%	24,745 $502,000
Q4 2023 Feb 13, 2024	BUY	$16.76 - $20.95 $452 - $565	27 Added 0.11%	25,102 $519,000
Q3 2023 Oct 24, 2023	BUY	$17.52 - $20.27 $74,372 - $86,046	4,245 Added 20.38%	25,075 $445,000
Q2 2023 Jul 21, 2023	BUY	$18.34 - $19.64 $55,588 - $59,528	3,031 Added 17.03%	20,830 $406,000
Q1 2023 Apr 21, 2023	BUY	$18.01 - $21.78 $93,075 - $112,559	5,168 Added 40.92%	17,799 $347,000
Q4 2022 Jan 20, 2023	BUY	$17.68 - $20.46 $18,298 - $21,176	1,035 Added 8.93%	12,631 $0
Q3 2022 Oct 21, 2022	SELL	$18.45 - $23.6 $4,391 - $5,616	-238 Reduced 2.01%	11,596 $217,000
Q2 2022 Jul 25, 2022	SELL	$20.18 - $25.97 $12,491 - $16,075	-619 Reduced 4.97%	11,834 $250,000
Q1 2022 May 04, 2022	BUY	$22.75 - $26.16 $145,986 - $167,868	6,417 Added 106.31%	12,453 $310,000
Q4 2021 Feb 03, 2022	SELL	$22.99 - $26.35 $1,448 - $1,660	-63 Reduced 1.03%	6,036 $318,000
Q3 2021 Nov 10, 2021	BUY	$22.84 - $24.92 $2,558 - $2,791	112 Added 1.87%	6,099 $279,000
Q2 2021 Aug 11, 2021	SELL	$20.92 - $23.68 $2,552 - $2,888	-122 Reduced 2.0%	5,987 $274,000
Q1 2021 May 11, 2021	BUY	$18.25 - $20.79 $11,862 - $13,513	650 Added 11.91%	6,109 $251,000
Q4 2020 Feb 05, 2021	BUY	$17.04 - $19.33 $93,021 - $105,522	5,459 New	5,459 $207,000

Others Institutions Holding SCHH

# of Institutions

555

Shares Held

177M

Call Options Held

18.2K

Put Options Held

7.5K

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
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Summit Financial Strategies, Inc. Schwab Strategic U.S. Reit ETF Transaction History