Wealthcare Advisory Partners LLC Schwab Strategic U.S. Reit ETF Transaction History

Wealthcare Advisory Partners LLC

$3.54 Billion
Q1 2025

A detailed history of Wealthcare Advisory Partners LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 48,675 shares of SCHH stock, worth $1.02 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

48,675

Previous 49,494 1.65%

Holding current value

$1.02 Million

Previous $1.04 Million 0.58%

% of portfolio

0.03%

Previous 0.03%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	SELL	$20.2 - $22.24 $16,543 - $18,214	-819 Reduced 1.65%	48,675 $1.04 Million
Q4 2024 Jan 15, 2025	SELL	$20.55 - $23.26 $1,849 - $2,093	-90 Reduced 0.18%	49,494 $1.04 Million
Q3 2024 Nov 04, 2024	SELL	$19.78 - $23.53 $823,560 - $979,695	-41,636 Reduced 45.64%	49,584 $1.15 Million
Q2 2024 Aug 09, 2024	BUY	$18.53 - $20.2 $106,306 - $115,887	5,737 Added 6.71%	91,220 $1.82 Million
Q1 2024 Apr 15, 2024	SELL	$19.39 - $20.93 $93,091 - $100,484	-4,801 Reduced 5.32%	85,483 $1.74 Million
Q4 2023 Feb 06, 2024	BUY	$16.76 - $20.95 $564,409 - $705,512	33,676 Added 59.49%	90,284 $1.87 Million
Q3 2023 Oct 12, 2023	SELL	$17.52 - $20.27 $129,753 - $150,119	-7,406 Reduced 11.57%	56,608 $1 Million
Q2 2023 Jul 17, 2023	SELL	$18.34 - $19.64 $340,848 - $365,009	-18,585 Reduced 22.5%	64,014 $1.25 Million
Q1 2023 May 04, 2023	SELL	$18.01 - $21.78 $78,811 - $95,309	-4,376 Reduced 5.03%	82,599 $1.61 Million
Q4 2022 Feb 13, 2023	SELL	$17.68 - $20.46 $1.44 Million - $1.67 Million	-81,487 Reduced 48.37%	86,975 $1.68 Million
Q3 2022 Nov 14, 2022	BUY	$18.45 - $23.6 $3.11 Million - $3.98 Million	168,462 New	168,462 $3.15 Million
Q1 2022 Apr 15, 2022	SELL	$22.75 - $26.16 $90,363 - $103,907	-3,972 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	$22.99 - $26.35 $91,316 - $104,662	3,972 New	3,972 $0
Q3 2021 Nov 15, 2021	SELL	$22.84 - $24.92 $124,843 - $136,212	-5,466 Closed	0 $0
Q2 2021 Aug 16, 2021	BUY	$20.92 - $23.68 $2,991 - $3,386	143 Added 2.69%	5,466 $250,000
Q1 2021 Apr 30, 2021	BUY	$18.25 - $20.79 $97,144 - $110,665	5,323 New	5,323 $219,000
Q4 2020 Feb 12, 2021	SELL	$17.04 - $19.33 $102,444 - $116,211	-6,012 Closed	0 $0
Q3 2020 Oct 29, 2020	BUY	$16.99 - $18.73 $102,143 - $112,604	6,012 New	6,012 $213,000
Q2 2020 Jul 29, 2020	SELL	$14.77 - $20.35 $10,087 - $13,899	-683 Closed	0 $0
Q1 2020 Apr 29, 2020	SELL	$13.54 - $24.27 $16,071 - $28,808	-1,187 Reduced 63.48%	683 $22,000
Q4 2019 Jan 29, 2020	BUY	$22.24 - $24.07 $600 - $649	27 Added 1.47%	1,870 $86,000
Q2 2019 Jul 30, 2019	SELL	N/A	-101 Reduced 5.2%	1,843 $82,000
Q1 2019 May 13, 2019	SELL	N/A	-343 Reduced 15.0%	1,944 $86,000
Q4 2018 Feb 14, 2019	BUY	N/A	1,679 Added 276.15%	2,287 $88,000
Q2 2018 Aug 14, 2018	BUY	N/A	608 New	608 $25,000

Others Institutions Holding SCHH

# of Institutions

555

Shares Held

177M

Call Options Held

18.2K

Put Options Held

7.5K

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
Sector ETFs
Industry ETFs

More about SCHH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthcare Advisory Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthcare Advisory Partners LLC with notifications on news.

Account

Wealthcare Advisory Partners LLC Schwab Strategic U.S. Reit ETF Transaction History