Values Added Financial LLC Schwab Strategic U.S. Reit ETF Transaction History

Values Added Financial LLC

  • $128 Billion
  • Q1 2024

A detailed history of Values Added Financial LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Values Added Financial LLC holds 35,736 shares of SCHH stock, worth $709,359. This represents 0.57% of its overall portfolio holdings.

Number of Shares
35,736
Previous 36,240 1.39%
Holding current value
$709,359
Previous $751 Million 3.34%
% of portfolio
0.57%
Previous 0.61%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 25, 2024
SELL
$19.39 - $20.93 $9,772 - $10,548
-504 Reduced 1.39%
35,736 $725 Million
Q4 2023

Jan 18, 2024
SELL
$16.76 - $20.95 $14,514 - $18,142
-866 Reduced 2.33%
36,240 $751 Million
Q3 2023

Oct 19, 2023
BUY
$17.52 - $20.27 $14,296 - $16,540
816 Added 2.25%
37,106 $659 Million
Q2 2023

Jul 24, 2023
BUY
$18.34 - $19.64 $665,558 - $712,735
36,290 New
36,290 $709 Million

Others Institutions Holding SCHH

# of Institutions
505
Shares Held
248M
Call Options Held
36K
Put Options Held
1.6K
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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