Schwab VIT Balanced Portfolio SCHH Holdings History
Schwab VIT Balanced Portfolio's Schwab U.S. REIT ETF Holding Summary
As of 2025-03-31, SCHWAB ANNUITY PORTFOLIOS held 121,074.00 shares of Schwab U.S. REIT ETF(SCHH), totaling $2.60 Mil. This investment constitutes 3.4% of their stock portfolio, and SCHWAB ANNUITY PORTFOLIOS now holds 0.03% of the outstanding Schwab U.S. REIT ETF(SCHH) stock.
The initial trade took place in 2019Q3. And since then Schwab VIT Balanced Portfolio has made 7 purchases of SCHH, at an average price of $21.54, for a total of 253,696.00 shares. In addition, there have been 6 sales at an average price of $19.83 for 132,622.00 shares. Based on historical transaction data and SCHH's current price of $21.77, Schwab VIT Balanced Portfolio's estimated gain on his SCHH holdings is $-199,800.99, reflecting a -3.66% gain to date.
Schwab VIT Balanced Portfolio SCHH ($21.77) Holding Chart
Schwab VIT Balanced Portfolio 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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