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

Tradition Wealth Management, LLC

  • $1.06 Billion
  • Q4 2024

A detailed history of Tradition Wealth Management, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Tradition Wealth Management, LLC holds 24,356 shares of SCHH stock, worth $518,782. This represents 0.05% of its overall portfolio holdings.

Number of Shares
24,356
Previous 21,816 11.64%
Holding current value
$518,782
Previous $505,000 1.39%
% of portfolio
0.05%
Previous 0.05%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$20.55 - $23.26 $52,197 - $59,080
2,540 Added 11.64%
24,356 $512,000
Q3 2024

Nov 14, 2024
BUY
$19.78 - $23.53 $1,107 - $1,317
56 Added 0.26%
21,816 $505,000
Q2 2024

Aug 12, 2024
BUY
$18.53 - $20.2 $9,783 - $10,665
528 Added 2.49%
21,760 $434,000
Q1 2024

May 13, 2024
SELL
$19.39 - $20.93 $9,869 - $10,653
-509 Reduced 2.34%
21,232 $431,000
Q4 2023

Feb 12, 2024
BUY
$16.76 - $20.95 $78,353 - $97,941
4,675 Added 27.39%
21,741 $450,000
Q3 2023

Nov 13, 2023
BUY
$17.52 - $20.27 $770 - $891
44 Added 0.26%
17,066 $303,000
Q2 2023

Aug 14, 2023
SELL
$18.34 - $19.64 $19,330 - $20,700
-1,054 Reduced 5.83%
17,022 $332,000
Q1 2023

May 11, 2023
SELL
$18.01 - $21.78 $189,447 - $229,103
-10,519 Reduced 36.79%
18,076 $352,000
Q4 2022

Feb 03, 2023
SELL
$17.68 - $20.46 $27,669 - $32,019
-1,565 Reduced 5.19%
28,595 $552,000
Q3 2022

Nov 14, 2022
SELL
$18.45 - $23.6 $22,804 - $29,169
-1,236 Reduced 3.94%
30,160 $564,000
Q2 2022

Aug 02, 2022
BUY
$20.18 - $25.97 $22,218 - $28,592
1,101 Added 3.63%
31,396 $662,000
Q1 2022

May 11, 2022
BUY
$22.75 - $26.16 $365,251 - $419,998
16,055 Added 112.75%
30,295 $754,000
Q4 2021

Feb 14, 2022
SELL
$22.99 - $26.35 $46,048 - $52,779
-2,003 Reduced 12.33%
14,240 $750,000
Q3 2021

Nov 12, 2021
BUY
$22.84 - $24.92 $1,530 - $1,669
67 Added 0.41%
16,243 $742,000
Q2 2021

Aug 09, 2021
SELL
$20.92 - $23.68 $8,974 - $10,158
-429 Reduced 2.58%
16,176 $741,000
Q1 2021

May 14, 2021
SELL
$18.25 - $20.79 $4,599 - $5,239
-252 Reduced 1.49%
16,605 $682,000
Q4 2020

Feb 16, 2021
BUY
$17.04 - $19.33 $287,243 - $325,845
16,857 New
16,857 $640,000

Others Institutions Holding SCHH

# of Institutions
558
Shares Held
178M
Call Options Held
20.1K
Put Options Held
81.7K
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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