Wt Wealth Management Schwab Strategic U.S. Reit ETF Transaction History

Wt Wealth Management

$300 Million
Q1 2025

A detailed history of Wt Wealth Management transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Wt Wealth Management holds 20,634 shares of SCHH stock, worth $434,552. This represents 0.15% of its overall portfolio holdings.

Number of Shares

20,634

Previous 18,683 10.44%

Holding current value

$434,552

Previous $393,000 12.72%

% of portfolio

0.15%

Previous 0.13%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	BUY	$20.2 - $22.24 $39,410 - $43,390	1,951 Added 10.44%	20,634 $443,000
Q4 2024 Feb 04, 2025	SELL	$20.55 - $23.26 $2,979 - $3,372	-145 Reduced 0.77%	18,683 $393,000
Q3 2024 Oct 21, 2024	SELL	$19.78 - $23.53 $802,395 - $954,517	-40,566 Reduced 68.3%	18,828 $436,000
Q2 2024 Oct 21, 2024	BUY	$18.53 - $20.2 $20,901 - $22,785	1,128 Added 1.94%	59,394 $1.19 Million
Q1 2024 Oct 21, 2024	BUY	$19.39 - $20.93 $737,983 - $796,595	38,060 Added 188.36%	58,266 $1.18 Million
Q4 2023 Feb 08, 2024	SELL	$16.76 - $20.95 $33,201 - $41,501	-1,981 Reduced 8.93%	20,206 $418,000
Q3 2023 Dec 04, 2023	SELL	$17.52 - $20.27 $22,460 - $25,986	-1,282 Reduced 5.46%	22,187 $393,000
Q2 2023 Jul 25, 2023	SELL	$18.34 - $19.64 $1.11 Million - $1.19 Million	-60,787 Reduced 72.15%	23,469 $458,000
Q1 2023 Apr 19, 2023	SELL	$18.01 - $21.78 $268,997 - $325,306	-14,936 Reduced 15.06%	84,256 $1.64 Million
Q4 2022 Jan 19, 2023	SELL	$17.68 - $20.46 $279,096 - $322,981	-15,786 Reduced 13.73%	99,192 $0
Q3 2022 Oct 20, 2022	SELL	$18.45 - $23.6 $173,983 - $222,548	-9,430 Reduced 7.58%	114,978 $2.15 Million
Q2 2022 Jul 26, 2022	SELL	$20.18 - $25.97 $690,499 - $888,615	-34,217 Reduced 21.57%	124,408 $2.62 Million
Q1 2022 May 06, 2022	BUY	$22.75 - $26.16 $1.9 Million - $2.18 Million	83,381 Added 110.81%	158,625 $3.95 Million
Q4 2021 Jan 19, 2022	SELL	$22.99 - $26.35 $43,405 - $49,748	-1,888 Reduced 2.45%	75,244 $3.97 Million
Q3 2021 Oct 15, 2021	BUY	$22.84 - $24.92 $45,086 - $49,192	1,974 Added 2.63%	77,132 $3.52 Million
Q2 2021 Jul 19, 2021	BUY	$20.92 - $23.68 $52,362 - $59,271	2,503 Added 3.45%	75,158 $3.44 Million
Q1 2021 Apr 29, 2021	BUY	$18.25 - $20.79 $198,359 - $225,966	10,869 Added 17.59%	72,655 $2.99 Million
Q4 2020 Feb 01, 2021	SELL	$17.04 - $19.33 $28,985 - $32,880	-1,701 Reduced 2.68%	61,786 $2.35 Million
Q3 2020 Oct 30, 2020	SELL	$16.99 - $18.73 $44,157 - $48,679	-2,599 Reduced 3.93%	63,487 $2.25 Million
Q2 2020 Aug 04, 2020	BUY	$14.77 - $20.35 $117,332 - $161,660	7,944 Added 13.66%	66,086 $2.33 Million
Q1 2020 May 13, 2020	SELL	$13.54 - $24.27 $25,130 - $45,045	-1,856 Reduced 3.09%	58,142 $1.9 Million
Q4 2019 Jan 27, 2020	BUY	$22.24 - $24.07 $98,300 - $106,389	4,420 Added 7.95%	59,998 $2.76 Million
Q3 2019 Nov 06, 2019	BUY	$23.18 - $23.61 $1.29 Million - $1.31 Million	55,578 New	55,578 $2.62 Million

Others Institutions Holding SCHH

# of Institutions

561

Shares Held

179M

Call Options Held

18.2K

Put Options Held

7.5K

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
Sector ETFs
Industry ETFs

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Wt Wealth Management Schwab Strategic U.S. Reit ETF Transaction History