Websterrogers Financial Advisors, LLC Schwab Strategic U.S. Reit ETF Transaction History

Websterrogers Financial Advisors, LLC

  • $288 Million
  • Q1 2025

A detailed history of Websterrogers Financial Advisors, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Websterrogers Financial Advisors, LLC holds 16,302 shares of SCHH stock, worth $347,232. This represents 0.12% of its overall portfolio holdings.

Number of Shares
16,302
Previous 15,938 2.28%
Holding current value
$347,232
Previous $335,000 3.58%
% of portfolio
0.12%
Previous 0.12%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 09, 2025
BUY
$20.2 - $22.24 $7,352 - $8,095
364 Added 2.28%
16,302 $347,000
Q4 2024

Jan 14, 2025
SELL
$20.55 - $23.26 $2,013 - $2,279
-98 Reduced 0.61%
15,938 $335,000
Q3 2024

Oct 15, 2024
BUY
$19.78 - $23.53 $23,914 - $28,447
1,209 Added 8.15%
16,036 $371,000
Q2 2024

Jul 12, 2024
SELL
$18.53 - $20.2 $1,111 - $1,212
-60 Reduced 0.4%
14,827 $296,000
Q1 2024

May 14, 2024
BUY
$19.39 - $20.93 $93,963 - $101,426
4,846 Added 48.26%
14,887 $302,000
Q4 2023

Feb 14, 2024
SELL
$16.76 - $20.95 $85,895 - $107,368
-5,125 Reduced 33.79%
10,041 $207,000
Q3 2023

Nov 01, 2023
BUY
$17.52 - $20.27 $15,750 - $18,222
899 Added 6.3%
15,166 $269,000
Q2 2023

Jul 26, 2023
BUY
$18.34 - $19.64 $513 - $549
28 Added 0.2%
14,267 $278,000
Q1 2023

May 03, 2023
SELL
$18.01 - $21.78 $24,493 - $29,620
-1,360 Reduced 8.72%
14,239 $277,000
Q4 2022

Feb 06, 2023
SELL
$17.68 - $20.46 $62,215 - $71,998
-3,519 Reduced 18.41%
15,599 $300,000
Q3 2022

Oct 26, 2022
SELL
$18.45 - $23.6 $46,161 - $59,047
-2,502 Reduced 11.57%
19,118 $357,000
Q2 2022

Jul 25, 2022
SELL
$20.18 - $25.97 $200,407 - $257,908
-9,931 Reduced 31.48%
21,620 $456,000
Q1 2022

Apr 14, 2022
BUY
$22.75 - $26.16 $400,013 - $459,971
17,583 Added 125.88%
31,551 $802,000
Q4 2021

Jan 24, 2022
SELL
$22.99 - $26.35 $110,903 - $127,112
-4,824 Reduced 25.67%
13,968 $736,000
Q3 2021

Oct 12, 2021
BUY
$22.84 - $24.92 $10,666 - $11,637
467 Added 2.55%
18,792 $858,000
Q2 2021

Aug 05, 2021
SELL
$20.92 - $23.68 $46,003 - $52,072
-2,199 Reduced 10.71%
18,325 $856,000
Q1 2021

May 07, 2021
SELL
$18.25 - $20.79 $2,920 - $3,326
-160 Reduced 0.77%
20,524 $843,000
Q4 2020

Feb 11, 2021
BUY
$17.04 - $19.33 $352,455 - $399,821
20,684 New
20,684 $777,000

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 Websterrogers Financial Advisors, LLC Portfolio

Follow Websterrogers Financial Advisors, 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 Websterrogers Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Websterrogers Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email