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

Fonville Wealth Management LLC

  • $303 Billion
  • Q4 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 19,769 shares of SCHH stock, worth $433,534. This represents 0.14% of its overall portfolio holdings.

Number of Shares
19,769
Previous 20,477 3.46%
Holding current value
$433,534
Previous $474 Million 12.25%
% of portfolio
0.14%
Previous 0.16%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
SELL
$20.55 - $23.26 $14,549 - $16,468
-708 Reduced 3.46%
19,769 $416 Million
Q3 2024

Oct 28, 2024
BUY
$19.78 - $23.53 $4,588 - $5,458
232 Added 1.15%
20,477 $474 Million
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
551
Shares Held
184M
Call Options Held
20.1K
Put Options Held
81.7K
View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

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