Fonville Wealth Management LLC Schwab Strategic U.S. Reit ETF Transaction History

Fonville Wealth Management LLC

  • $252 Billion
  • Q2 2024

A detailed history of Fonville Wealth Management LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Fonville Wealth Management LLC holds 20,245 shares of SCHH stock, worth $472,113. This represents 0.16% of its overall portfolio holdings.

Number of Shares
20,245
Previous 20,608 1.76%
Holding current value
$472,113
Previous $418 Million 2.44%
% of portfolio
0.16%
Previous 0.19%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
SELL
$18.53 - $20.2 $6,726 - $7,332
-363 Reduced 1.76%
20,245 $408 Million
Q1 2024

Apr 26, 2024
BUY
$19.39 - $20.93 $37,054 - $39,997
1,911 Added 10.22%
20,608 $418 Million
Q4 2023

Jan 31, 2024
BUY
$16.76 - $20.95 $313,361 - $391,702
18,697 New
18,697 $387 Million

Others Institutions Holding SCHH

# of Institutions
500
Shares Held
255M
Call Options Held
28.4K
Put Options Held
83.1K
View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

SCHH Quotes by TradingView
  • Ticker SCHH
  • Sector ETFs
  • Industry ETFs
More about SCHH
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.

Choose your preferred platform and Sign Up 👇 Telegram Email