Whelan Financial Schwab Strategic U.S. Reit ETF Transaction History

Whelan Financial

  • $243 Million
  • Q3 2024

A detailed history of Whelan Financial transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Whelan Financial holds 20,263 shares of SCHH stock, worth $423,294. This represents 0.19% of its overall portfolio holdings.

Number of Shares
20,263
Previous 20,849 2.81%
Holding current value
$423,294
Previous $416,000 12.74%
% of portfolio
0.19%
Previous 0.19%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024
SELL
$19.78 - $23.53 $11,591 - $13,788
-586 Reduced 2.81%
20,263 $469,000
Q2 2024

Jul 29, 2024
SELL
$18.53 - $20.2 $3,279 - $3,575
-177 Reduced 0.84%
20,849 $416,000
Q1 2024

Apr 19, 2024
SELL
$19.39 - $20.93 $4,498 - $4,855
-232 Reduced 1.09%
21,026 $426,000
Q4 2023

Jan 18, 2024
SELL
$16.76 - $20.95 $117,487 - $146,859
-7,010 Reduced 24.8%
21,258 $440,000
Q3 2023

Oct 20, 2023
SELL
$17.52 - $20.27 $27,085 - $31,337
-1,546 Reduced 5.19%
28,268 $501,000
Q2 2023

Jul 18, 2023
SELL
$18.34 - $19.64 $13,791 - $14,769
-752 Reduced 2.46%
29,814 $582,000
Q1 2023

May 22, 2023
SELL
$18.01 - $21.78 $171,707 - $207,650
-9,534 Reduced 23.78%
30,566 $596,000
Q4 2022

Jan 17, 2023
BUY
$17.68 - $20.46 $339,791 - $393,220
19,219 Added 92.04%
40,100 $0
Q3 2022

Oct 18, 2022
SELL
$18.45 - $23.6 $501,895 - $641,990
-27,203 Reduced 56.57%
20,881 $390,000
Q2 2022

Jul 18, 2022
BUY
$20.18 - $25.97 $618,032 - $795,357
30,626 Added 175.43%
48,084 $1.01 Million
Q1 2022

Apr 19, 2022
BUY
$22.75 - $26.16 $187,073 - $215,113
8,223 Added 89.04%
17,458 $435,000
Q4 2021

Jan 19, 2022
SELL
$22.99 - $26.35 $109,455 - $125,452
-4,761 Reduced 34.02%
9,235 $487,000
Q3 2021

Nov 29, 2021
BUY
$22.84 - $24.92 $319,668 - $348,780
13,996 New
13,996 $639,000

Others Institutions Holding SCHH

# of Institutions
533
Shares Held
175M
Call Options Held
22.2K
Put Options Held
84.6K
View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

SCHH Quotes by TradingView
  • Ticker SCHH
  • Sector ETFs
  • Industry ETFs
More about SCHH
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