Palisades Hudson Asset Management, L.P. SCHH Holdings History
Palisades Hudson Asset Management, L.P.'s Schwab U.S. REIT ETF Holding Summary
As of 2025-03-31, Palisades Hudson Asset Management, L.P. held - shares of Schwab U.S. REIT ETF(SCHH), totaling N/A. This investment constitutes 0% of their stock portfolio, and Palisades Hudson Asset Management, L.P. now holds 0% of the outstanding Schwab U.S. REIT ETF(SCHH) stock.
The initial trade took place in 2015Q4. And since then Palisades Hudson Asset Management, L.P. has made 21 purchases of SCHH, at an average price of $17.98, for a total of 35,843.00 shares. In addition, there have been 8 sales at an average price of $21.06 for 35,843.00 shares. Based on historical transaction data and SCHH's current price of $21.73, Palisades Hudson Asset Management, L.P.'s estimated gain on his SCHH holdings is $110,106.82, reflecting a 17.08% gain to date.
Palisades Hudson Asset Management, L.P. SCHH ($21.73) Holding Chart
Palisades Hudson Asset Management, L.P. SCHH ($21.73) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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