A detailed history of Wealth Management Resources, Inc. transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Wealth Management Resources, Inc. holds 387,997 shares of SCHH stock, worth $8.12 Million. This represents 3.59% of its overall portfolio holdings.

Number of Shares
387,997
Previous 380,930 1.86%
Holding current value
$8.12 Million
Previous $7.61 Million 18.17%
% of portfolio
3.59%
Previous 3.27%

Shares

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

Oct 31, 2024

BUY
$19.78 - $23.53 $139,785 - $166,286
7,067 Added 1.86%
387,997 $8.99 Million
Q2 2024

Jul 17, 2024

BUY
$18.53 - $20.2 $261,903 - $285,506
14,134 Added 3.85%
380,930 $7.61 Million
Q1 2024

Apr 19, 2024

BUY
$19.39 - $20.93 $230,450 - $248,753
11,885 Added 3.35%
366,796 $7.45 Million
Q4 2023

Jan 19, 2024

BUY
$16.76 - $20.95 $346,563 - $433,204
20,678 Added 6.19%
354,911 $7.35 Million
Q3 2023

Oct 24, 2023

BUY
$17.52 - $20.27 $275,379 - $318,603
15,718 Added 4.93%
334,233 $5.93 Million
Q2 2023

Jul 11, 2023

BUY
$18.34 - $19.64 $273,082 - $292,439
14,890 Added 4.9%
318,515 $6.22 Million
Q1 2023

Apr 10, 2023

BUY
$18.01 - $21.78 $102,909 - $124,450
5,714 Added 1.92%
303,625 $5.92 Million
Q4 2022

Jan 17, 2023

BUY
$17.68 - $20.46 $496,825 - $574,946
28,101 Added 10.42%
297,911 $0
Q3 2022

Oct 13, 2022

BUY
$18.45 - $23.6 $115,755 - $148,066
6,274 Added 2.38%
269,810 $5.04 Million
Q2 2022

Jul 22, 2022

BUY
$20.18 - $25.97 $36,868 - $47,447
1,827 Added 0.7%
263,536 $5.56 Million
Q1 2022

Apr 20, 2022

BUY
$22.75 - $26.16 $3.05 Million - $3.51 Million
134,190 Added 105.23%
261,709 $6.51 Million
Q4 2021

Feb 10, 2022

BUY
$22.99 - $26.35 $2.93 Million - $3.36 Million
127,519 New
127,519 $6.72 Million

Others Institutions Holding SCHH

About SCHWAB STRATEGIC U.S. REIT ETF


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