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

Values Added Financial LLC

  • $237 Billion
  • Q4 2025

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 14,766 shares of SCHH stock, worth $313,039. This represents 0.13% of its overall portfolio holdings.

Number of Shares
14,766
Previous 16,223 8.98%
Holding current value
$313,039
Previous $350 Million 11.85%
% of portfolio
0.13%
Previous 0.16%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 16, 2026
SELL
$20.85 - $21.86 $30,378 - $31,850
-1,457 Reduced 8.98%
14,766 $308 Million
Q3 2025

Oct 31, 2025
SELL
$20.76 - $21.78 $249,078 - $261,316
-11,998 Reduced 42.51%
16,223 $350 Million
Q2 2025

Jul 23, 2025
SELL
$18.94 - $21.67 $67,975 - $77,773
-3,589 Reduced 11.28%
28,221 $597 Million
Q1 2025

Apr 28, 2025
SELL
$20.2 - $22.24 $12,867 - $14,166
-637 Reduced 1.96%
31,810 $684 Million
Q4 2024

Jan 29, 2025
SELL
$20.55 - $23.26 $10,048 - $11,374
-489 Reduced 1.48%
32,447 $683 Million
Q3 2024

Oct 28, 2024
SELL
$19.78 - $23.53 $2,709 - $3,223
-137 Reduced 0.41%
32,936 $763 Million
Q2 2024

Jul 30, 2024
SELL
$18.53 - $20.2 $49,345 - $53,792
-2,663 Reduced 7.45%
33,073 $660 Million
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
603
Shares Held
182M
Call Options Held
24.3K
Put Options Held
21.4K
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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