RATIONAL ADVISORS, INC. SCHH Holdings History
RATIONAL ADVISORS, INC.'s Schwab U.S. REIT ETF Holding Summary
As of 2025-03-31, RATIONAL ADVISORS, INC. held 1.77 Mil shares of Schwab U.S. REIT ETF(SCHH), totaling $38.13 Mil. This investment constitutes 4.29% of their stock portfolio, and RATIONAL ADVISORS, INC. now holds 0.48% of the outstanding Schwab U.S. REIT ETF(SCHH) stock.
The initial trade took place in 2018Q1. And since then RATIONAL ADVISORS, INC. has made 17 purchases of SCHH, at an average price of $22.51, for a total of 4.78 Mil shares. In addition, there have been 12 sales at an average price of $19.81 for 3.00 Mil shares. Based on historical transaction data and SCHH's current price of $21.77, RATIONAL ADVISORS, INC.'s estimated gain on his SCHH holdings is $-9.42 Mil, reflecting a -8.76% gain to date.
RATIONAL ADVISORS, INC. SCHH ($21.77) Holding Chart
RATIONAL ADVISORS, INC. SCHH ($21.77) 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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