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

Wealth Shield Partners, LLC

$690 Million
Q4 2024

A detailed history of Wealth Shield Partners, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 31,412 shares of SCHH stock, worth $685,723. This represents 0.1% of its overall portfolio holdings.

Number of Shares

31,412

Previous 29,887 5.1%

Holding current value

$685,723

Previous $692,000 4.48%

% of portfolio

0.1%

Previous 0.1%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$20.55 - $23.26 $31,338 - $35,471	1,525 Added 5.1%	31,412 $661,000
Q3 2024 Nov 04, 2024	SELL	$19.78 - $23.53 $1,681 - $2,000	-85 Reduced 0.28%	29,887 $692,000
Q2 2024 Jul 26, 2024	BUY	$18.53 - $20.2 $2,038 - $2,222	110 Added 0.37%	29,972 $598,000
Q1 2024 Apr 29, 2024	SELL	$19.39 - $20.93 $5,817 - $6,279	-300 Reduced 0.99%	29,862 $606,000
Q4 2023 Jan 23, 2024	SELL	$16.76 - $20.95 $12,335 - $15,419	-736 Reduced 2.38%	30,162 $624,000
Q3 2023 Oct 25, 2023	BUY	$17.52 - $20.27 $12,334 - $14,270	704 Added 2.33%	30,898 $548,000
Q2 2023 Aug 03, 2023	BUY	$18.34 - $19.64 $17,221 - $18,441	939 Added 3.21%	30,194 $589,000
Q1 2023 May 08, 2023	BUY	$18.01 - $21.78 $61,828 - $74,770	3,433 Added 13.29%	29,255 $570,000
Q4 2022 Feb 13, 2023	BUY	$17.68 - $20.46 $47,311 - $54,750	2,676 Added 11.56%	25,822 $498,000
Q3 2022 Nov 04, 2022	BUY	$18.45 - $23.6 $13,431 - $17,180	728 Added 3.25%	23,146 $433,000
Q2 2022 Aug 11, 2022	BUY	$20.18 - $25.97 $27,202 - $35,007	1,348 Added 6.4%	22,418 $473,000
Q1 2022 May 09, 2022	BUY	$22.75 - $26.16 $44,567 - $51,247	1,959 Added 10.25%	21,070 $524,000
Q4 2021 Feb 10, 2022	BUY	$22.99 - $26.35 $439,361 - $503,574	19,111 New	19,111 $1.01 Million
Q2 2021 Aug 06, 2021	SELL	$20.92 - $23.68 $2,615 - $2,960	-125 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$18.25 - $20.79 $2,281 - $2,598	125 New	125 $5,000
Q4 2020 Feb 16, 2021	SELL	$17.04 - $19.33 $2,130 - $2,416	-125 Closed	0 $0
Q1 2020 May 12, 2020	SELL	$13.54 - $24.27 $1,448 - $2,596	-107 Reduced 46.12%	125 $4,000
Q1 2019 May 14, 2019	BUY	N/A	232 New	232 $10,000

Others Institutions Holding SCHH

# of Institutions

555

Shares Held

177M

Call Options Held

20.1K

Put Options Held

81.7K

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
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Wealth Shield Partners, LLC Schwab Strategic U.S. Reit ETF Transaction History