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

Forza Wealth Management, LLC

  • $218 Billion
  • Q3 2024

A detailed history of Forza Wealth Management, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Forza Wealth Management, LLC holds 36,556 shares of SCHH stock, worth $820,316. This represents 0.39% of its overall portfolio holdings.

Number of Shares
36,556
Previous 36,557 0.0%
Holding current value
$820,316
Previous $730 Million 16.02%
% of portfolio
0.39%
Previous 0.38%

Shares

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

Oct 28, 2024
SELL
$19.78 - $23.53 $19 - $23
-1 Reduced -0.0%
36,556 $847 Million
Q4 2023

Jan 24, 2024
SELL
$16.76 - $20.95 $74,447 - $93,059
-4,442 Reduced 10.83%
36,557 $757 Million
Q1 2023

May 03, 2023
BUY
$18.01 - $21.78 $80,000 - $96,746
4,442 Added 12.15%
40,999 $799 Million
Q4 2022

Feb 06, 2023
BUY
$17.68 - $20.46 $646,327 - $747,956
36,557 New
36,557 $705 Million

Others Institutions Holding SCHH

# of Institutions
531
Shares Held
175M
Call Options Held
22.2K
Put Options Held
84.6K
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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