Western Wealth Management, LLC Schwab Strategic U.S. Reit ETF Transaction History

Western Wealth Management, LLC

$1.27 Billion
Q1 2024

A detailed history of Western Wealth Management, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Western Wealth Management, LLC holds 15,594 shares of SCHH stock, worth $311,100. This represents 0.02% of its overall portfolio holdings.

Number of Shares

15,594

Previous 18,825 17.16%

Holding current value

$311,100

Previous $389,000 18.77%

% of portfolio

0.02%

Previous 0.03%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 02, 2024	SELL	$19.39 - $20.93 $62,649 - $67,624	-3,231 Reduced 17.16%	15,594 $316,000
Q4 2023 Jan 31, 2024	BUY	$16.76 - $20.95 $58,643 - $73,304	3,499 Added 22.83%	18,825 $389,000
Q3 2023 Nov 07, 2023	BUY	$17.52 - $20.27 $2,084 - $2,412	119 Added 0.78%	15,326 $272,000
Q2 2023 Aug 30, 2023	SELL	$18.34 - $19.64 $29,930 - $32,052	-1,632 Reduced 9.69%	15,207 $296,000
Q1 2023 Aug 30, 2023	BUY	$18.01 - $21.78 $6,681 - $8,080	371 Added 2.25%	16,839 $328,000

Q4 2022 Feb 02, 2023	SELL	$18.86 - $20.46 $305,494 - $331,411	-16,198 Reduced 49.59%	16,468 $317,000
Q3 2022 Nov 04, 2022	BUY	N/A	238 Added 0.73%	32,666 $610,000
Q2 2022 Jul 18, 2022	BUY	N/A	224 Added 0.7%	32,428 $684,000
Q1 2022 May 10, 2022	BUY	N/A	23,621 Added 275.21%	32,204 $802,000
Q4 2021 Feb 14, 2022	BUY	N/A	8,583 New	8,583 $453,000

Others Institutions Holding SCHH

# of Institutions

504

Shares Held

248M

Call Options Held

36K

Put Options Held

1.6K

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
Sector ETFs
Industry ETFs

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Western Wealth Management, LLC Schwab Strategic U.S. Reit ETF Transaction History