Fortress Wealth Management, Inc. Schwab Strategic U.S. Reit ETF Transaction History

Fortress Wealth Management, Inc.

  • $186 Million
  • Q3 2025

A detailed history of Fortress Wealth Management, Inc. transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Fortress Wealth Management, Inc. holds 11,372 shares of SCHH stock, worth $241,086. This represents 0.13% of its overall portfolio holdings.

Number of Shares
11,372
Previous 11,083 2.61%
Holding current value
$241,086
Previous $234,000 4.7%
% of portfolio
0.13%
Previous 0.13%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025
BUY
$20.76 - $21.78 $5,999 - $6,294
289 Added 2.61%
11,372 $245,000
Q2 2025

Jul 10, 2025
SELL
$18.94 - $21.67 $1,799 - $2,058
-95 Reduced 0.85%
11,083 $234,000
Q1 2025

May 02, 2025
BUY
$20.2 - $22.24 $1,737 - $1,912
86 Added 0.78%
11,178 $240,000
Q4 2024

Jan 22, 2025
BUY
$20.55 - $23.26 $4,212 - $4,768
205 Added 1.88%
11,092 $233,000
Q3 2024

Oct 18, 2024
SELL
$19.78 - $23.53 $8,129 - $9,670
-411 Reduced 3.64%
10,887 $252,000
Q2 2024

Jul 16, 2024
SELL
$18.53 - $20.2 $4,206 - $4,585
-227 Reduced 1.97%
11,298 $225,000
Q1 2024

Apr 19, 2024
SELL
$19.39 - $20.93 $180,598 - $194,942
-9,314 Reduced 44.7%
11,525 $233,000
Q4 2023

Feb 12, 2024
SELL
$16.76 - $20.95 $12,637 - $15,796
-754 Reduced 3.49%
20,839 $431,000
Q3 2023

Nov 14, 2023
SELL
$17.52 - $20.27 $7,603 - $8,797
-434 Reduced 1.97%
21,593 $383,000
Q2 2023

Jul 26, 2023
SELL
$18.34 - $19.64 $43,099 - $46,154
-2,350 Reduced 9.64%
22,027 $430,000
Q1 2023

Apr 20, 2023
SELL
$18.01 - $21.78 $273,770 - $331,077
-15,201 Reduced 38.41%
24,377 $475,000
Q4 2022

Jan 17, 2023
SELL
$17.68 - $20.46 $118,809 - $137,491
-6,720 Reduced 14.51%
39,578 $0
Q3 2022

Nov 03, 2022
SELL
$18.45 - $23.6 $310,753 - $397,494
-16,843 Reduced 26.68%
46,298 $865,000
Q2 2022

Jul 27, 2022
SELL
$20.18 - $25.97 $1.54 Million - $1.98 Million
-76,383 Reduced 54.75%
63,141 $1.33 Million
Q1 2022

May 04, 2022
BUY
$22.75 - $26.16 $1.62 Million - $1.87 Million
71,417 Added 104.86%
139,524 $3.47 Million
Q4 2021

Feb 03, 2022
BUY
$22.99 - $26.35 $1.57 Million - $1.79 Million
68,107 New
68,107 $3.59 Million

Others Institutions Holding SCHH

# of Institutions
602
Shares Held
182M
Call Options Held
24.3K
Put Options Held
21.4K
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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