Wealth Plan Partners, LLC Schwab Strategic U.S. Reit ETF Transaction History

Wealth Plan Partners, LLC

  • $931 Billion
  • Q2 2024

A detailed history of Wealth Plan Partners, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 10,206 shares of SCHH stock, worth $233,819. This represents 0.02% of its overall portfolio holdings.

Number of Shares
10,206
Holding current value
$233,819
% of portfolio
0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
BUY
$18.53 - $20.2 $189,117 - $206,161
10,206 New
10,206 $204 Million
Q4 2023

Jan 05, 2024
BUY
$16.76 - $20.95 $162,303 - $202,879
9,684 New
9,684 $201 Million
Q2 2023

Jul 31, 2023
BUY
$18.34 - $19.64 $3,447 - $3,692
188 Added 2.57%
7,514 $147 Million
Q1 2023

May 10, 2023
BUY
$18.01 - $21.78 $131,941 - $159,560
7,326 New
7,326 $143 Million

Others Institutions Holding SCHH

# of Institutions
499
Shares Held
255M
Call Options Held
28.4K
Put Options Held
83.1K
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 Wealth Plan Partners, LLC Portfolio

Follow Wealth Plan 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 Wealth Plan Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email