Strategic Financial Planning, Inc. SCHH Holdings History
Strategic Financial Planning, Inc.'s Schwab U.S. REIT ETF Holding Summary
As of 2025-03-31, Strategic Financial Planning, Inc. held 441,816.00 shares of Schwab U.S. REIT ETF(SCHH), totaling $9.50 Mil. This investment constitutes 6.55% of their stock portfolio, and Strategic Financial Planning, Inc. now holds 0.12% of the outstanding Schwab U.S. REIT ETF(SCHH) stock.
The initial trade took place in 2019Q4. And since then Strategic Financial Planning, Inc. has made 14 purchases of SCHH, at an average price of $20.64, for a total of 600,224.00 shares. In addition, there have been 7 sales at an average price of $21.09 for 158,408.00 shares. Based on historical transaction data and SCHH's current price of $21.77, Strategic Financial Planning, Inc.'s estimated gain on his SCHH holdings is $570,969.90, reflecting a 4.61% gain to date.
Strategic Financial Planning, Inc. SCHH ($21.77) Holding Chart
Strategic Financial Planning, 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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