WealthCollab, LLC SCHH Holdings History
WealthCollab, LLC's Schwab U.S. REIT ETF Holding Summary
As of 2025-03-31, WealthCollab, LLC held 254,911.00 shares of Schwab U.S. REIT ETF(SCHH), totaling $5.48 Mil. This investment constitutes 3.39% of their stock portfolio, and WealthCollab, LLC now holds 0.07% of the outstanding Schwab U.S. REIT ETF(SCHH) stock.
The initial trade took place in 2023Q4. And since then WealthCollab, LLC has made 4 purchases of SCHH, at an average price of $19.18, for a total of 488,290.00 shares. In addition, there have been 1 sales at an average price of $21.88 for 233,379.00 shares. Based on historical transaction data and SCHH's current price of $21.33, WealthCollab, LLC's estimated gain on his SCHH holdings is $1.18 Mil, reflecting a 12.59% gain to date.
WealthCollab, LLC SCHH ($21.33) Holding Chart
WealthCollab, LLC SCHH ($21.33) 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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