A detailed history of Fonville Wealth Management LLC transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Fonville Wealth Management LLC holds 35,027 shares of SCHC stock, worth $1.28 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
35,027
Previous 35,693 1.87%
Holding current value
$1.28 Million
Previous $1.27 Billion 5.99%
% of portfolio
0.47%
Previous 0.5%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

SELL
$34.48 - $38.87 $22,963 - $25,887
-666 Reduced 1.87%
35,027 $1.35 Billion
Q2 2024

Jul 30, 2024

SELL
$34.12 - $36.71 $9,587 - $10,315
-281 Reduced 0.78%
35,693 $1.27 Billion
Q1 2024

Apr 26, 2024

BUY
$33.2 - $35.86 $55,145 - $59,563
1,661 Added 4.84%
35,974 $1.29 Billion
Q4 2023

Jan 31, 2024

BUY
$30.0 - $35.05 $1.03 Million - $1.2 Million
34,313 New
34,313 $1.2 Billion

Others Institutions Holding SCHC

About SCHWAB STRATEGIC TR INTL SMALL


  • Ticker SCHC
  • Sector ETFs
  • Industry ETFs
More about SCHC
Track This Portfolio

Track Fonville Wealth Management LLC Portfolio

Follow Fonville Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fonville Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fonville Wealth Management LLC with notifications on news.