Valued Wealth Advisors LLC Schwab Strategic U.S. Reit ETF Transaction History

Valued Wealth Advisors LLC

$216 Billion
Q3 2025

A detailed history of Valued Wealth Advisors LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 26,517 shares of SCHH stock, worth $562,160. This represents 0.27% of its overall portfolio holdings.

Number of Shares

26,517

Previous 27,149 2.33%

Holding current value

$562,160

Previous $574 Million 0.43%

% of portfolio

0.27%

Previous 0.3%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	SELL	$20.76 - $21.78 $13,120 - $13,764	-632 Reduced 2.33%	26,517 $572 Million
Q2 2025 Aug 06, 2025	BUY	$18.94 - $21.67 $121,007 - $138,449	6,389 Added 30.78%	27,149 $574 Million
Q1 2025 May 01, 2025	SELL	$20.2 - $22.24 $3,252 - $3,580	-161 Reduced 0.77%	20,760 $447 Million
Q4 2024 Jan 22, 2025	BUY	$20.55 - $23.26 $31,667 - $35,843	1,541 Added 7.95%	20,921 $441 Million
Q3 2024 Oct 28, 2024	SELL	$19.78 - $23.53 $12,718 - $15,129	-643 Reduced 3.21%	19,380 $449 Million
Q2 2024 Jul 16, 2024	BUY	$18.53 - $20.2 $38,394 - $41,854	2,072 Added 11.54%	20,023 $403 Million
Q1 2024 Apr 30, 2024	SELL	$19.39 - $20.93 $1.27 Million - $1.37 Million	-65,343 Reduced 78.45%	17,951 $364 Million
Q4 2023 Jan 05, 2024	BUY	$16.76 - $20.95 $1.4 Million - $1.75 Million	83,294 New	83,294 $1.48 Billion

Others Institutions Holding SCHH

# of Institutions

602

Shares Held

182M

Call Options Held

24.3K

Put Options Held

21.4K

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
Sector ETFs
Industry ETFs

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Valued Wealth Advisors LLC Schwab Strategic U.S. Reit ETF Transaction History