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

Summit Financial Strategies, Inc.

  • $1.08 Billion
  • Q3 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 22,833 shares of SCHH stock, worth $489,082. This represents 0.05% of its overall portfolio holdings.

Number of Shares
22,833
Previous 23,412 2.47%
Holding current value
$489,082
Previous $495,000 0.61%
% of portfolio
0.05%
Previous 0.05%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
SELL
$20.76 - $21.78 $12,020 - $12,610
-579 Reduced 2.47%
22,833 $492,000
Q2 2025

Jul 17, 2025
BUY
$18.94 - $21.67 $58,410 - $66,830
3,084 Added 15.17%
23,412 $495,000
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
587
Shares Held
178M
Call Options Held
59.3K
Put Options Held
15.1K
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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