A detailed history of United Capital Financial Advisers, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 9,107 shares of SCHH stock, worth $190,245. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,107
Holding current value
$190,245
% of portfolio
0.0%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$19.78 - $23.53 $180,136 - $214,287
9,107 New
9,107 $211,000
Q1 2024

May 15, 2024

SELL
$19.39 - $20.93 $48,707 - $52,576
-2,512 Reduced 17.52%
11,823 $240,000
Q4 2023

Feb 14, 2024

SELL
$16.76 - $20.95 $189,069 - $236,336
-11,281 Reduced 44.04%
14,335 $296,000
Q3 2023

Nov 14, 2023

SELL
$17.52 - $20.27 $29,801 - $34,479
-1,701 Reduced 6.23%
25,616 $454,000
Q2 2023

Aug 14, 2023

SELL
$18.34 - $19.64 $64,611 - $69,191
-3,523 Reduced 11.42%
27,317 $533,000
Q1 2023

Aug 14, 2023

BUY
$18.01 - $21.78 $63,449 - $76,730
3,523 Added 12.9%
30,840 $601,000
Q1 2023

May 15, 2023

SELL
$18.01 - $21.78 $38,001 - $45,955
-2,110 Reduced 6.4%
30,840 $601,000
Q4 2022

Feb 14, 2023

SELL
$17.68 - $20.46 $10,148 - $11,744
-574 Reduced 1.71%
32,950 $635,000
Q3 2022

Nov 14, 2022

SELL
$18.45 - $23.6 $60,516 - $77,408
-3,280 Reduced 8.91%
33,524 $627,000
Q2 2022

Aug 11, 2022

SELL
$20.18 - $25.97 $115,308 - $148,392
-5,714 Reduced 13.44%
36,804 $776,000
Q1 2022

May 16, 2022

BUY
$22.75 - $26.16 $390,071 - $448,539
17,146 Added 67.58%
42,518 $1.06 Million
Q4 2021

Feb 14, 2022

BUY
$22.99 - $26.35 $15,265 - $17,496
664 Added 2.69%
25,372 $1.34 Million
Q3 2021

Nov 15, 2021

BUY
$22.84 - $24.92 $38,416 - $41,915
1,682 Added 7.3%
24,708 $1.13 Million
Q2 2021

Aug 13, 2021

SELL
$20.92 - $23.68 $30,062 - $34,028
-1,437 Reduced 5.87%
23,026 $1.05 Million
Q1 2021

May 14, 2021

SELL
$18.25 - $20.79 $53,673 - $61,143
-2,941 Reduced 10.73%
24,463 $1.01 Million
Q4 2020

Feb 17, 2021

SELL
$17.04 - $19.33 $26,173 - $29,690
-1,536 Reduced 5.31%
27,404 $1.04 Million
Q3 2020

Nov 13, 2020

BUY
$16.99 - $18.73 $6,439 - $7,098
379 Added 1.33%
28,940 $1.02 Million
Q2 2020

Aug 13, 2020

SELL
$14.77 - $20.35 $2,112 - $2,910
-143 Reduced 0.5%
28,561 $1.01 Million
Q1 2020

May 15, 2020

SELL
$13.54 - $24.27 $84,110 - $150,765
-6,212 Reduced 17.79%
28,704 $940,000
Q4 2019

Feb 14, 2020

BUY
$22.24 - $24.07 $72,435 - $78,395
3,257 Added 10.29%
34,916 $1.61 Million
Q3 2019

Nov 14, 2019

SELL
$23.18 - $23.61 $4,960 - $5,052
-214 Reduced 0.67%
31,659 $1.49 Million
Q2 2019

Aug 13, 2019

BUY
N/A
1,226 Added 4.0%
31,873 $1.42 Million
Q1 2019

May 14, 2019

SELL
N/A
-1,709 Reduced 5.28%
30,647 $1.36 Million
Q4 2018

Feb 14, 2019

BUY
N/A
197 Added 0.61%
32,356 $1.25 Million
Q3 2018

Nov 14, 2018

BUY
N/A
1,980 Added 6.56%
32,159 $1.34 Million
Q2 2018

Aug 14, 2018

SELL
N/A
-394 Reduced 1.29%
30,179 $1.26 Million
Q1 2018

May 15, 2018

BUY
N/A
2,380 Added 8.44%
30,573 $1.17 Million
Q4 2017

Feb 13, 2018

BUY
N/A
161 Added 0.57%
28,193 $1.17 Million
Q3 2017

Nov 14, 2017

BUY
N/A
16,341 Added 139.77%
28,032 $1.15 Million
Q2 2017

Aug 14, 2017

BUY
N/A
11,691
11,691 $482,000

Others Institutions Holding SCHH

About SCHWAB STRATEGIC U.S. REIT ETF


  • Ticker SCHH
  • Sector ETFs
  • Industry ETFs
More about SCHH
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