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

Forza Wealth Management, LLC

  • $219 Billion
  • Q4 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 $768,772. This represents 0.35% of its overall portfolio holdings.

Number of Shares
36,556
Previous 36,556 -0.0%
Holding current value
$768,772
Previous $847 Million 9.11%
% of portfolio
0.35%
Previous 0.39%

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
533
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
Track This Portfolio

Track Forza Wealth Management, LLC Portfolio

Follow Forza 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 Forza Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forza Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email