Fiduciary Alliance LLC Schwab Strategic U.S. Reit ETF Transaction History

Fiduciary Alliance LLC

$989 Billion
Q4 2024

A detailed history of Fiduciary Alliance LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Fiduciary Alliance LLC holds 188,405 shares of SCHH stock, worth $4.16 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares

188,405

Previous 173,504 8.59%

Holding current value

$4.16 Million

Previous $4.02 Billion 1.3%

% of portfolio

0.4%

Previous 0.53%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$20.55 - $23.26 $306,215 - $346,597	14,901 Added 8.59%	188,405 $3.97 Billion
Q3 2024 Oct 11, 2024	BUY	$19.78 - $23.53 $266,673 - $317,231	13,482 Added 8.43%	173,504 $4.02 Billion
Q2 2024 Jul 09, 2024	BUY	$18.53 - $20.2 $186,393 - $203,191	10,059 Added 6.71%	160,022 $3.18 Billion
Q1 2024 Apr 17, 2024	BUY	$19.39 - $20.93 $163,961 - $176,984	8,456 Added 5.98%	149,963 $3 Billion
Q4 2023 Jan 17, 2024	BUY	$16.76 - $20.95 $2.37 Million - $2.96 Million	141,507 New	141,507 $2.93 Billion
Q2 2023 Jul 18, 2023	BUY	$18.34 - $19.64 $5,446 - $5,833	297 New	297 $5.8 Million
Q4 2022 Jan 19, 2023	BUY	$17.68 - $20.46 $4,879 - $5,646	276 New	276 $5.32 Million

Others Institutions Holding SCHH

# of Institutions

552

Shares Held

177M

Call Options Held

20.1K

Put Options Held

81.7K

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
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Fiduciary Alliance LLC Schwab Strategic U.S. Reit ETF Transaction History