Whitnell & Co. SCHH Holdings History
Whitnell & Co.'s Schwab U.S. REIT ETF Holding Summary
As of 2019-12-31, Whitnell & Co. held 662,514.00 shares of Schwab U.S. REIT ETF(SCHH), totaling $15.22 Mil. This investment constitutes 4.73% of their stock portfolio, and Whitnell & Co. now holds 0.12% of the outstanding Schwab U.S. REIT ETF(SCHH) stock.
The initial trade took place in 2015Q4. And since then Whitnell & Co. has made 2 purchases of SCHH, at an average price of $16.62, for a total of 702,228.00 shares. In addition, there have been 6 sales at an average price of $19.59 for 39,714.00 shares. Based on historical transaction data and SCHH's current price of $21.33, Whitnell & Co.'s estimated gain on his SCHH holdings is $3.24 Mil, reflecting a 27.72% gain to date.
Whitnell & Co. SCHH ($21.33) Holding Chart
Whitnell & Co. 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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