Wealth Management Resources, Inc. Schwab Strategic U.S. Reit ETF Transaction History

Wealth Management Resources, Inc.

  • $293 Million
  • Q2 2025

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 390,304 shares of SCHH stock, worth $8.19 Million. This represents 2.82% of its overall portfolio holdings.

Number of Shares
390,304
Previous 366,515 6.49%
Holding current value
$8.19 Million
Previous $7.88 Million 4.76%
% of portfolio
2.82%
Previous 2.86%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
BUY
$18.94 - $21.67 $450,563 - $515,507
23,789 Added 6.49%
390,304 $8.26 Million
Q1 2025

Apr 23, 2025
BUY
$20.2 - $22.24 $54,863 - $60,403
2,716 Added 0.75%
366,515 $7.88 Million
Q4 2024

Jan 21, 2025
SELL
$20.55 - $23.26 $497,268 - $562,845
-24,198 Reduced 6.24%
363,799 $7.66 Million
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

# of Institutions
559
Shares Held
178M
Call Options Held
18.2K
Put Options Held
7.5K
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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