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

Wealthcare Advisory Partners LLC

  • $3.49 Billion
  • Q4 2024

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 49,494 shares of SCHH stock, worth $1.05 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
49,494
Previous 49,584 0.18%
Holding current value
$1.05 Million
Previous $1.15 Million 9.23%
% of portfolio
0.03%
Previous 0.03%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
559
Shares Held
177M
Call Options Held
20.1K
Put Options Held
81.7K
View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

SCHH Quotes by TradingView
  • Ticker SCHH
  • Sector ETFs
  • Industry ETFs
More about SCHH
Track This Portfolio

Track Wealthcare Advisory Partners LLC Portfolio

Follow Wealthcare Advisory Partners LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email